Ascendor Wealth, LLC

Jared Graves is a financial advisor at Ascendor Wealth, LLC in Wilmington, NC, holding a Series 65 designation with one year of industry experience. His background includes service in the US Army and work in remodeling and legal services. Ascendor Wealth, LLC provides wealth management, portfolio management, financial planning, and retirement-plan consulting to a diverse client base, utilizing a team-based advisory model and SEI’s sub-advised asset allocation program. The firm employs a range of investment strategies and offers clients access to affiliated legal and insurance services within a coordinated team structure.

Christopher Louk is a financial advisor at Ascendor Wealth, LLC in Wilmington, NC, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Integrated Advisory Services and Capital Investment Advisory Services LLC, as well as several healthcare organizations. Louk previously worked for Walt Disney World for twelve years. Ascendor Wealth, LLC provides wealth management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, and business entities. The firm employs a team-based advisory model and utilizes SEI’s sub-advised asset allocation program with a variety of investment strategies and affiliated legal and accounting services.

Keith Carter is a CFP® with 15 years of industry experience, currently serving as an advisor at Ascendor Wealth, LLC and Graves May, PLLC. He has been with Ascendor Wealth since 2011 and with Graves May since 2013. Ascendor Wealth, LLC provides wealth management, portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm manages approximately $116.8 million for about 120 clients through a team-based advisory model and employs a range of investment strategies using SEI’s sub-advised asset allocation program.

Brandon Dembowiak is a CFP® with 16 years of industry experience and is affiliated with Ascendor Wealth, LLC in Oak Ridge, NC. He has been involved with Ascendor Wealth since 2009 and has held roles at Parlay Holdings, Dormie, LLC, Sicarius, LLC, and Graves May, PLLC. Ascendor Wealth, LLC offers wealth management, portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a team-based advisory model and uses SEI sub-advised asset allocation programs combined with fundamental, technical, and cyclical analysis to manage approximately $116.8 million for about 120 clients.

Ricky Graves is a CFP® professional with 17 years of industry experience, currently serving at Ascendor Wealth, LLC. He holds the Series 66 designation and has been involved with multiple business ventures, including serving as president of Lord and Graves, Inc., a non-investment holding company, and managing several other non-investment related entities. Graves is also a practicing attorney through Graves May, PLLC. Ascendor Wealth, LLC provides wealth management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, and business entities. The firm employs a team-based advisory model and utilizes SEI’s sub-advised asset allocation program with a range of investment strategies across multiple time horizons.

Charles Goings is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ascendor Wealth, LLC since 2020. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Jackson Hewitt Tax Service, and The Vanguard Group, Inc. Ascendor Wealth, LLC provides wealth management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a team-based advisory model and utilizes SEI’s sub-advised asset allocation program, combining fundamental, technical, and cyclical analysis across a variety of investment strategies.

Kevin May is a financial advisor at Ascendor Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Ascendor Wealth since 2014. In addition to his advisory role, May is a partner at Graves May, PLLC, a legal firm based in Wilmington, NC. Ascendor Wealth, LLC provides wealth management, portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a team-based advisory model and utilizes SEI’s sub-advised asset allocation program with a range of investment strategies tailored to various time horizons.