financial services — Blog — Transcend Wealth Partners

Posts tagged financial services

Celebrating a Milestone

Transcend Wealth Partners has leased a new office space in Petaluma, marking an exciting milestone for our growing business.

Events, Community, NewsCynthia CalderonNovember 3, 2019Transcend Wealth Partnerscelebration, community, event, family office, wealth management, financial planning, financial services, family governance, wealth planning, life management

Teamwork

One of the challenges we’ve had to overcome as a team is that all of us live in separate locations across the country. Welcome to the 21st century of virtual teams!

Insight, EngagementCynthia CalderonJune 18, 2019team, relationships, communication, trust, financial planning, wealth management, family office, technology, life management, financial services, family governance, advice

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