life management — Blog — Transcend Wealth Partners

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

Community Building Event

In the spirit of building community and a celebration of summer, my Transcend partners and I recently hosted a concert in my home in Incline Village, NV.

Events, CommunityCynthia CalderonAugust 20, 2019Transcend Wealth Partnerscommunity, event, local, gathering, members, wealth management, family office, 2019, financial planning, life management, financial wellness

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!

Stay connected and up-to-date on our latest news and insights.