Transcend Wealth Partners
www.transcendwealthpartners.comWe simplify complex information and thoughtfully manage ongoing financial responsibilities empowering you to manage your wealth with ease. Our turn-key private family office solution does not have a conflict of providing investment advisory services. This is what makes us truly unique in the family office industry. Transcend Wealth Partners is a women-owned business dedicated to adding value in people's lives and with the courage to be creative, authentic, reliable and truthful. Our professional team has over 60 years of combined experience in strategic wealth planning, financial operations, trust administration, tax compliance, life management and client relations.
Read moreWe simplify complex information and thoughtfully manage ongoing financial responsibilities empowering you to manage your wealth with ease. Our turn-key private family office solution does not have a conflict of providing investment advisory services. This is what makes us truly unique in the family office industry. Transcend Wealth Partners is a women-owned business dedicated to adding value in people's lives and with the courage to be creative, authentic, reliable and truthful. Our professional team has over 60 years of combined experience in strategic wealth planning, financial operations, trust administration, tax compliance, life management and client relations.
Read moreCountry
State
California
City (Headquarters)
Petaluma
Employees
1-10
Founded
2018
Social
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Partner / Co - Founder
Email ****** @****.comPhone (***) ****-****Client Services
Email ****** @****.comPhone (***) ****-****Partner and Wealth Solutions Strategist
Email ****** @****.comPhone (***) ****-****
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