Transcendent Wealth

08/20/2024

Geopolitical unrest, record debt levels, inflation, interest rates… Are you worried about how today’s environment is affecting your financial wellness?

Let’s discuss the characteristics of different investment options and how to analyze whether they could potentially align with your long-term financial goals.

08/15/2024

What does your ideal retirement look like? We can partner with you to help you achieve your retirement savings goals and bring your dream retirement to life.

Rev up your retirement savings with these tips.

08/12/2024

We are excited to announce Christopher Berry as the new Operations Manager at Transcendent Wealth! Chris joined our team a year ago, and we’re excited to see him continue to grow and thrive in this role.

Congrats Chris!

03/08/2024

One of our wonderful advisors at Transcendent Wealth, Natalie Davis, shared some thoughts around International Women's Day and we couldn't have said it better ourselves:

"Celebrating International Women's Day carries strong significance for me, especially as I reflect on the incredible women who surround me daily. In an industry once heavily dominated by men, it's inspiring to witness how women have not only thrived but have also forged their paths, building successful practices from scratch. I'm immensely grateful to be part of this empowering community. So, with that, here's to us!"

02/26/2024

Great news: Transcendent Wealth has earned the distinct honor of receiving the Ameriprise Financial Client Experience Award again in 2023! Transcendent Wealth attained this level of distinction by consistently delivering outstanding client care, excellent service and personalized advice to help clients like you achieve their long-term financial goals.

https://bit.ly/49owKdM

01/04/2024

The start of the year is a great time to take a fresh look at your goals. Maybe your goals have changed, or you have a renewed sense of financial focus.

How are you planning to tackle your financial resolutions in 2024?

11/24/2023

Had an incredible time at the Fund for Education Abroad Gala last week with some amazing members of our team! Sipping drinks, engaging in meaningful conversations, and forging new connections made the evening unforgettable. Grateful to be part of such an inspiring group with an even more remarkable mission.

11/21/2023

Financial Planners by day, artistic maestros by night. Our recent team building experience at Muse Paint Bar was a masterpiece in itself! Delving into the world of creativity after a week of practice development brought out a whole new side of our team.

11/03/2023

Are you missing out on 401(k) “freebies”? In this Wall Street Journal article, Ameriprise Senior Vice President of Financial Advice Strategy and Marketing Marcy Keckler shares the importance of getting your full employer-match.

Experts describe contributing to a 401(k) as “kind of a no-brainer.”

10/31/2023

Have a spooktacular Halloween full of sweets and treats!

10/11/2023

Nearly 70% of retirees will need some type of long-term care, according to the U.S. Department of Health and Human Services. Let’s talk about what you can do now to help ensure your costs are covered if that time comes.

10/09/2023

When it comes to saving for college, is your family tapping all the potential sources available to you? Let’s connect to discuss your options.

Options such as 529 plans, education savings accounts and tax-free gifts can ensure you don’t carry a child’s student loan debt into your golden years.