THE TRANSCEND STORY
We created Transcend because it became clear that the traditional wealth management model does not meet the needs of many clients. From retirees to business owners to sophisticated family offices, we believed that we all deserved better.
That’s why in 2019, we founded Transcend to elevate the wealth management experience for all clients.
The interests of our clients always come ahead of those of the firm.
Transcend is a partnership of experienced, independent-minded professionals with diverse expertise in public equity, private equity, fixed income, and wealth advisory.
The Partners’ extensive network creates unique access to a broad array of investment opportunities and advisory services.
We source, evaluate and co-invest in the investment opportunities. This creates an alignment of interests.
What We Offer
Through our comprehensive range of services for families and individuals, we are here to support clients with every financial and life decision – no matter how simple or complex.Learn about our services