Transcend Partner Group is an independent, employee-owned Registered Investment Adviser (RIA) focused on serving a select group of families, individuals, and institutions. The firm provides comprehensive private wealth management services, including sophisticated investment management, strategic financial planning, and integrated family office services. Its mission is to deliver unbiased advice and customized solutions, acting as a fiduciary to help clients achieve their long-term financial goals and preserve their legacy.

Founded in

United States