I'm a financial planner who specializes in serving high-achieving executives who have been working hard, who have experienced a significant amount of success in their career. I am passionate about helping them build wealth, protect it, and move forward with confidence. They are taking their ...more

I'm a financial planner who specializes in serving high-achieving executives who have been working hard, who have experienced a significant amount of success in their career. I am passionate about helping them build wealth, protect it, and move forward with confidence. They are taking their financial futures seriously, but they have the very real challenge of not knowing where to get help, not having the time to reach out for help, and feeling inadequate about making the right financial decisions themselves. They worry about being financially reliant upon someone else in the future, and are concerned about being caught off guard and having their plans derailed unexpectedly. This is where I come in. I help them establish a sense of financial security and long-term independence, while also experiencing abundance in the present so they can live a rich, fulfilling life here and now. Many of them desire to be financially free in 10-15 years, after which they have beautiful dreams of moving on to their next big goal, whether it’s going for that C-suite position or traveling the world with loved ones, or something completely different! I’d love to connect with you and learn more about how I might be able to help you, please feel free to book a time on my calendar: https://calendly.com/connie-costanzo I have enjoyed living in the Brunswick/Strongsville, Ohio area all my life. I have an amazing husband and four wonderful grown children, two beautiful daughters in law, as well as three grandchildren that I am incredibly proud of and who amaze me every day with the great endeavors they take on in life. At Ascend Wealth Management, LLC, we’re focused on you. We are a specialized boutique firm and independent financial planning firm which enables us to offer you a wider array of products and services. We have a very diverse support team that focuses on helping you reach your short and long-term financial goals. Advisory Services offered through Ascend Wealth Management, LLC, a Registered Investment Advisorless