Ascend Investment Partners

Ascend Investment Partners, formerly known as Kesler, Norman & Wride, LLC, is a financial advisor firm based in Ogden, UT. Established in 2020, the firm specializes in providing a wide array of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm is owned by CD Kesler Wealth Management, Inc., PM Norman Wealth Management, Inc., Haydar Properties, LLC, GGS Wealth Management, Inc., and Brett Keller. As a fiduciary, Ascend Investment Partners is committed to acting in the best interest of its clients. The firm offers services such as Wrap Asset Management, Pontera® Held Away Accounts Service, discretionary advisory services through First Clearing/Trade-PMR, retirement plan consulting, and annuity consulting. The firm follows a unique planning process called the CLIMBTM method, designed to guide clients through retirement systematically. Clients can expect transparent fee structures, with fees based on a percentage of assets under management for most services. Ascend Investment Partners does not accept performance-based fees or receive soft dollars in excess of what is allowed by regulations. The firm does not have custody of client assets and recommends qualified custodians for maintaining client assets. Overall, Ascend Investment Partners aims to provide personalized investment advice, maintain open communication with clients, and help them achieve their financial goals while managing risk effectively.