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Client Newsletter June 2020

Hello Again –  

We are reopening our office doors! 

After months of phone calls and a few virtual visits, our office lobby is back open for business.  We will be regularly wiping down common spaces, and upon request, we are happy to wear masks for an appointment. 

We would like to sit down with you to review your taxes, talk through your portfolio, and how you are feeling.  Shannan or Donna will be reaching out to schedule a time for a review.   If you are not comfortable, or unable, to come into the office we are happy to have a phone or virtual call. 

We look forward to visiting with you and have a bit of exciting news to share when we do. 


Garrett G. Smith
Financial Advisor
Ascend Investment Partners

Paul M. Norman
Senior Financial Advisor
Ascend Investment Partners


1300 N 200 E #114C
Logan, UT 84341
Tel: 801-476-1200
Fax: 801-476-1207

175 Historic 25th Street
Ogden, UT 84401
Tel: 801-476-1200
Fax: 801-476-1207

Wells Fargo Advisors Financial Network and Ascend Investment Partners are not legal or tax advisors. You should consult with your attorney, accountant and/or estate planner before taking any action.  

Wells Fargo Advisors Financial Network did not assist in the preparation of this report, and its accuracy and completeness are not guaranteed. The opinions expressed in this report are those of the author(s) and are not necessarily those of Wells Fargo Advisors Financial Network or its affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy