Transcend Wealth Partners Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Transcend Wealth Partners operates in the financial services sector and offers a turnkey private family office solution designed to simplify complex information and manage ongoing financial responsibilities. The firm states that its approach does not create a conflict with providing investment advisory services, which it presents as a distinguishing feature in the family office space.

Based in Sonoma, California, the women-owned company maintains a small professional team. The team combines more than 60 years of collective experience across strategic wealth planning, financial operations, trust administration, tax compliance, life management and client relations. The firm emphasizes adding value in people's lives and operates with a focus on reliability, authenticity and truthfulness.

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