Privacy Policy

Information We Collect:

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on account applications or other forms.
  • Information about your transactions with us, or others.

Information We Disclose:

We do not disclose nonpublic personal information about our customers or
former customers to anyone, except as permitted or required by law.

Security and Confidentiality of Information:

We restrict access to nonpublic personal information about you to those
employees who need to know that information to provide products or services
to you. We maintain physical, electronic and procedural safeguards that
comply with federal standards to protect your nonpublic personal information.

Former Customers:

If your customer relationship with Ascend Wealth Advisors, LLC ends,
we will continue to treat and safeguard your information as described above.

We will send you a copy of our privacy policy annually. You may also request a copy at any time, free of charge, by writing:

Ascend Wealth Advisors, LLC
7750 Town Centre Drive, Suite 800
Broadview Heights, OH 44147

Important Information Regarding Procedures to Open a New Account:

In the US Government’s effort to help fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account with us.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to verify your identity. This may include a request to see your driver’s license or other government issued identification.

Last Updated: 4/12/2024