About Us
Ascend Investment Management is an independent investment adviser based in Pleasant Grove, Utah. We serve individuals, families, and retirement plan participants. As fiduciaries, our advice is driven solely by what we believe is in your best interest.
Our approach is straightforward: understand where you are, define where you want to go, and build a disciplined plan to get there.
Our Services
Personalized portfolio management tailored to your goals, time horizon, and risk tolerance — with ongoing monitoring and transparent reporting.
Comprehensive planning for retirement, education, taxes, and major life events — a written roadmap that evolves as your life does.
Protection strategies to safeguard the people who depend on you — coverage analysis and policy guidance suited to your family's needs.
Client Access
Quick links to your accounts and important documents.
Participants in employer retirement plans may access their Schwab Personal Choice Retirement Account™ (PCRA) through the Schwab login above.
Our Team
Office: (801) 386-5311
Cell: (801) 598-6957
Cell: (801) 505-2234
Contact Us
Have a question, or want to see whether we're a fit? Send us a note and we'll get back to you promptly.