Elevate Your Financial Journey
Ascend Oasis Group
Ascend Oasis Group is your trusted partner in financial services and consulting, offering comprehensive solutions to simplify and elevate your financial path.
Simplifying Financial Success
Ascend Oasis Group was founded with a mission to simplify and elevate the financial journey for individuals and businesses. Our unique broker-consultant hybrid model and all-in-one financial concierge service set us apart, ensuring that clients receive tailored solutions that protect assets, reduce risk, and promote generational wealth. With a commitment to transparency, integrity, and personalized care, we strive to empower our clients to make informed financial decisions that lead to long-term success and security. Our hands-on approach and dedication to building lasting relationships ensure that each client receives the attention and support they need to thrive financially.

Empowering Your Wealth. Securing Your Legacy
Our Services
We offer a comprehensive range of financial solutions tailored to meet the diverse needs of our clients. Whether you are an individual seeking personal financial planning or a business owner looking to optimize your company’s financial strategies, Ascend Oasis Group is here to guide you towards a secure and prosperous future. Our team of experts is dedicated to providing customized solutions that protect your assets, mitigate risks, and pave the way for generational wealth. With a focus on transparency, integrity, and client empowerment, we are committed to simplifying complex financial matters and elevating your financial journey to new heights.

Financial Strategy & Planning Services
Tailored financial assessments and custom risk mitigation plans to secure your financial future.

Life Insurance Solutions
Comprehensive life insurance reviews and planning for peace of mind and financial security.

Health & Wellness Advisory
Expert guidance on health insurance options and long-term care planning for a healthy financial future.

Estate & Legacy Planning Coordination
Professional assistance with wills, trusts, and estate organization for a lasting legacy.

Debt Elimination & Credit Coaching
Personalized debt reduction plans and credit improvement strategies for financial freedom.

Retirement & Investment Account Guidance
Personalized retirement planning and investment strategies to build wealth and secure your future.

Business Consulting & Formation Services
Strategic business formation support and risk mitigation strategies for business success.

Brokered Referrals to Trusted Professionals
Access to vetted attorneys, CPAs, and insurance specialists for comprehensive financial support.

Concierge Project Management
Full-service project management for multi-layered financial goals with accountability and support.
Where Financial Expertise Meets Personalized Care
What Sets Us Apart
At Ascend Oasis Group, our commitment to excellence is reflected in our unique approach to financial services. Our Broker-Consultant Hybrid Model combines the best of consulting and referrals, ensuring that clients not only receive expert advice but also seamless project management from start to finish. With our All-in-One Financial Concierge Service, clients benefit from a holistic approach to financial planning, eliminating the need to juggle multiple advisors. The implementation of The RALAF System provides a comprehensive snapshot of financial health, guiding the creation of personalized action plans. Our Vetted Network of Trusted Professionals guarantees that every referral is backed by rigorous due diligence, offering clients peace of mind. Through Project-Based Financial Solutions, we go beyond advice to deliver tangible results with clear goals and outcomes. Our services are Accessible to Both Individuals and Businesses, making us a versatile resource for a wide range of clients. At the core of our philosophy is Risk Mitigation and Wealth Protection, ensuring that every decision is made with the long-term financial security of our clients in mind.

Client-Centric Approach
Our client-centric approach ensures that every decision and solution is tailored to meet the unique needs and goals of each individual or business we serve.

Innovative Solutions
We pride ourselves on offering innovative solutions that combine cutting-edge technology with personalized service to deliver exceptional results and value to our clients.

Trusted Partnerships
Building trusted partnerships with our clients and a network of vetted professionals is at the core of our business, ensuring that every interaction is rooted in integrity and excellence.
Let’s Connect
Ready to take control of your financial future? Contact Ascend Oasis Group today for personalized financial solutions that empower you to build a secure, thriving future.
Phone: 1-866-996-9070
Email: clientservices@ascendoasisgroup.com
Business Hours: M-F 9 AM – 5 PM EST. Closed on Federal Holidays