Founded in 2019, Transcend Capital Advisors is an employee-owned wealth management firm dedicated to serving high-net-worth and ultra-high-net-worth individuals, families, and institutions. As an independent Registered Investment Advisor (RIA), the firm operates on a partnership model, focusing on providing customized, objective financial advice and a high level of service. Their services encompass holistic financial planning, investment management, and sophisticated wealth strategies, aiming to help clients achieve their long-term financial goals.

Founded in

United States