Jacob Grossman

Transcend Capital Advisors is an independent Registered Investment Advisor offering wealth management services, public and private investments, strategic advisory services, and access to banking, lending, and family office solutions. Transcend is elevating the wealth management experience by delivering an institutional-style investment platform to individual investors. This approach mirrors the investment strategies of leading institutions, endowments and foundations. Transcend uses its network to provide access to a wider range of asset classes that enhance the sources of investment returns compared to the traditional model. Our comprehensive wealth management services include: • Financial and retirement planning • Public and private investments • Insurance consulting • Estate planning • Banking and lending solutions • Philanthropic planning • Strategic advisory services • Liquidity event advisory services