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18700 Wolf Road, Suite 211, Mokena, IL 60448

708-390-0030
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Ascend to a new level...

Ascend to a new level...

where being a fiduciary, is simply not enough!

Personalized Financial Success Through Collaboration and Care

At Ascend Wealth Planning we deliver integrated financial, tax, insurance, and estate strategies tailored to your life goals. Our Chicago-area team of CFP®, CPAs, attorneys, and insurance experts works collaboratively so you get one seamless plan instead of disconnected advice. Schedule your complimentary call today.

Financial Planning

Financial Planning

Financial, investment and wealth planning strategies.

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Tax Strategies

Tax Strategies

Tax and income optimization. Lifetime tax mitigation.

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Insurance Needs

Insurance Needs

Protection including individual and group coverages.

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Estate Planning

Estate Planning

From simple to advanced, we plan for all your legacy needs.

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How can we help?

We understand that not everyone’s financial situation looks the same. That’s why we offer a complimentary introductory call to review your portfolio and see how we can help you meet your goals. A short call is all you need to get started with a financial professional.

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Request an Appointment

We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call.

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