Transcend Capital Advisors

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Transcend Capital Advisors — overview

Assets Under Management

Type

Wealth Manager

Location

Madison, NJ, US

Alternative Asset Classes

PEVCREPD

About

Transcend Capital Advisors is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary bases. The services it offers include financial planning, investment planning, life insurance planning, tax concerns, retirement planning, college planning, debt planning, credit planning, family office, investment management, and wealth management. The wealth manager advises individuals, high-net-worth individuals, family offices, trusts, estates, charitable organizations, and foundations. Transcend is a wholly-owned subsidiary of Transcend Wealth Collective Holdings, LLC.

Transcend Capital Advisors - known decision makers (30)

Contact NamePositionLocationEmailTelephoneAsset Class
Partner, Wealth AdvisorMadison, USPEREPD
Associate, Compliance and OperationsMadison, USPEREPD
Partner, Chief Financial OfficerMadison, USPEREPD
Chief Executive OfficerMadison, USPEREPD
Co-Founder, Vice ChairmanMadison, USPEREPD

Showing 5 of 30 known decision makers Transcend Capital Advisors

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