Redrawing expectations.

We created Transcend in 2019 to go beyond the traditional approach to wealth management. We provide a fresh perspective, access to a broader array of investment alternatives and a better client experience. Our five managing partners have over 80 years of personal experience as clients of other wealth management firms, so we are well aware that investment advice is often constrained by inertia and a bias to the ordinary. We also bring 100 years of experience as institutional investors to enhance our rigorous investment and due diligence process.

OVER

Years of Professional
Institutional Investment Experience

OVER

Years of Perspective
as Clients at Other Firms

HOW WE ARE DIFFERENT

WE SAW A BETTER WAY.

We founded Transcend because we believed in a better way to invest. As both professional institutional investors and wealth management clients, we understand the value of conscientious rigor when evaluating investments. We created a wealth management firm that applies this discipline to personal investments so we can build strong futures.

NETWORK-POWERED ACCESS.

Unlike the typical advisor, our managing partners have diverse experience in managing capital markets, and as institutional specialists bring the firepower of different perspectives, access, advice, and solutions to support your distinct needs.

WE ARE CLIENTS, TOO.

We align our interests as well as our investments with yours. As fiduciaries, we invest in the same strategies you do. And as employee owners of our firm, we take a vested interest in making sure we do right by you. Our advice is aligned, always.

CREATIVE EVOLUTION.

We are always looking for better ways to advise and invest. We stay nimble and informed so that we can capitalize on new developments and cutting-edge products to expand possibilities.

WE GET YOU.

We understand the intricacies of wealth – the pain points and successes – because we live it every day, too. We know how to read situations from first-hand experience and how to best address them with unlimited tools, resources, and investments.

HAVE FAITH.

We abide by the corporate values of Fairness, Accountability, Integrity, Transparency, and Honesty. We look to create value for you in all we do.

Who We Serve

Our clients include individuals, families, retirees, corporate executives, small business owners, and fund managers.