OUR MISSION IS help financial advisors grow .
without ads or referrals
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Ascend Wealth
Ascend Wealth Systems was founded to solve a simple problem:
Most advisors rely on referrals — but referrals don’t scale.
We build fully automated, white-glove outreach systems that find your ideal prospects, message them on your behalf, and book them directly onto your calendar.
No cold calling. No unpredictable ads. Just qualified conversations with clients who are ready to talk.
We’ve worked with advisors managing $10M–$200M+ in assets who wanted one thing: a predictable way to grow. That’s exactly what we deliver.
about us
■ OUR STORY
I started Ascend Wealth Systems after spending years watching great financial advisors struggle to grow — not because they lacked skill, but because they didn’t have a consistent way to get in front of the right people.
Most were relying on referrals, outdated marketing, or time-consuming cold outreach. I knew there had to be a better way.
With a background in B2B lead generation and automation, I saw an opportunity to bring the kind of systems used by tech companies and apply them to the world of wealth management. No fluff — just targeted outreach, qualified prospects, and booked calls.
Today, our team works closely with a select number of advisors to build done-for-you acquisition systems that actually scale. We focus on what works, keep it simple, and deliver measurable results — so our clients can stop chasing leads and start closing them.
— Nathan
Nathan deam, FOUNDER
LET’S ChAT
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Ready to stop chasing leads and start closing qualified clients?
Let’s talk about how we can build a system that fills your calendar — without ads, cold calls, or wasted time.