Cetera Investors

Financial Planners | Wealth Advisors

(303) 283-5900 koren.vining@ceterainvestors.com

At Ascend Planning Partners, we provide strategic financial planning and wealth management designed for successful professionals, business owners, and individuals who value professional guidance. With decades of experience, we help you optimize your wealth, minimize tax burdens, and ensure long-term financial security—so you can focus on what matters most.

A Trusted Partnership, Built Around You

Your financial plan should be as unique as your career, business, and goals. We take a personalized, advisory-driven approach, working closely with you to develop strategies that support your ambitions—whether that’s growing your business, preparing for retirement, or leaving a lasting legacy.

Strategic Wealth Management with a Proactive Approach

We understand the complexities of managing substantial wealth, business transitions, and long-term investments. Our team-based planning model ensures that every decision is made with insight and foresight, providing tax-efficient strategies, investment management, and risk mitigation tailored to your specific financial landscape.

Long-Term, Comprehensive Financial Guidance

Many of our clients have been with us for decades, trusting us through market cycles, career changes, and business successions. We proactively anticipate your needs, ensuring your financial strategy evolves with you—so you’re always prepared for what’s next.

Professional Resources, Holistic Solutions

As independent advisors affiliated with Cetera Investors, we offer unbiased advice and customized financial strategies. We collaborate with trusted estate attorneys, tax professionals, and CPAs to provide an integrated approach that simplifies your financial life and helps you maximize opportunities.

If you’re looking for a strategic financial partner who understands the complexities of success and wealth, let’s start a conversation today. Together, we’ll design a plan that allows you to build, preserve, and enjoy your financial future with confidence.