Transcend Wealth Partners

www.transcendwealthpartners.com

We 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.

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We 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.

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Country

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State

California

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City (Headquarters)

Petaluma

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Employees

1-10

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Founded

2018

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Social

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Potential Decision Makers

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  • Client Services

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  • Partner and Wealth Solutions Strategist

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