Founded in 2010, Transcend Wealth Collective is an independent, fee-only registered investment advisory (RIA) firm based in Madison, Wisconsin. As a Certified B Corporation®, the company is committed to using business as a force for good, focusing on sustainable and impact investing. Their mission is to help clients align their financial goals with their personal values by providing comprehensive wealth management, financial planning, and investment management services tailored to individuals, families, and institutions.

Founded in

United States