Rewrite
your future.

AN OPPORTUNITY TO GROW

We are a fast-growing independent Registered Investment Advisor affording an opportunity for successful advisors to grow their business and best serve their clients. By leveraging our institutional-caliber investment platform and our engaged and connected leadership team, advisors can offer their clients access to exclusive investment opportunities and an enhanced level of service.

As an advisor at Transcend, I have the freedom of true open architecture.

Michael Saul

Partner, Wealth Advisor

We approach investing in a holistic way. We source the most appropriate investments available to help our clients achieve their goals while mitigating risk.

Eric Schwartz

Partner, Wealth Advisor

WHY JOIN TRANSCEND

FREEDOM TO DO WHAT’S RIGHT FOR YOUR CLIENTS

Advisors are not restricted by a limited product set or competing corporate priorities. Instead, advisors have the freedom to act in the best interests of their clients at all times.

HIGH CALIBER MANAGEMENT TEAM IN YOUR CORNER

Experienced in the public and private markets, our management team has the network and expertise to access and evaluate investment opportunities that can open doors and grow an advisor’s business.

PARTNERSHIP CULTURE WITH A TRUE TEAM MINDSET

Collaboration is embedded into our culture. All our employees are owners, so each advisor is directly invested in the success of the firm and their fellow advisors. When a Transcend advisor succeeds, everyone succeeds.

Rewrite your future.