Transcend Wealth Partners Employee Directory

Q: What is Transcend Wealth Partners known for?

Transcend Wealth Partners was founded in 2018. Transcend Wealth Partners operates in the Financial Services industry.

Q: How many employees does Transcend Wealth Partners have currently?

Transcend Wealth Partners has approximately 8 employees.

Financial ServicesCalifornia, United States2-10 Employees

We simplify complex information and thoughtfully manage ongoing financial responsibilities empowering you to manage your wealth with ease.  Our turn-key private family office solution does not have a conflict of providing investment advisory services.  This is what makes us truly unique in the family office industry.

Transcend Wealth Partners is a women-owned business dedicated to adding value in people's lives and with the courage to be creative, authentic, reliable and truthful.

Our professional team has over 60 years of combined experience in strategic wealth planning, financial operations, trust administration, tax compliance, life management and client relations.

Find Transcend Wealth Partners employees' phone numbers or email addresses

Transcend Wealth Partners Global Highlights

North America
11

United States Of America
11

Transcend Wealth Partners's Leadership

C. C.
Co-Founder/Ceo
Mobile Phone
Email
C. S.
Partner
Mobile Phone
Email
M. B.
Partner & Wealth Solutions Strategist
Mobile Phone
Email
J. B.
Investment Services Associate
Mobile Phone
Email
S. W.
Junior Investment Accountant
Mobile Phone
Email

Transcend Wealth Partners Employee Metrics

100%

50%

2026

2025

Accounting
Banking
Business
Community & Social Services
Administrative
Other
Information Technology

Contact profiles from Transcend Wealth Partners

Name

Title

Contact Info

Location

Last Update

C. S.
Partner
Mobile Phone
Email
United StatesNew York
Sep 08, 2025
M. B.
Partner & Wealth Solutions Strategist
Mobile Phone
Email
Jun 09, 2025
C. C.
Co-Founder/Ceo
Mobile Phone
Email
United States
Mar 24, 2026
J. B.
Investment Services Associate
Mobile Phone
Email
Aug 01, 2024
S. W.
Junior Investment Accountant
Mobile Phone
Email
Apr 17, 2025

Frequently Asked Questions

What is Transcend Wealth Partners known for?

Transcend Wealth Partners was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 722 Broadway Sonoma, California 95476 United States. Explore Transcend Wealth Partners's company overview page for more information.

What is Transcend Wealth Partners's most common email format?

Transcend Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Transcend Wealth Partners email formats with LeadIQ.

How many employees does Transcend Wealth Partners have currently?

Transcend Wealth Partners has approximately 8 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Transcend Wealth Partners's key employees and leadership?

As of March 2026, Transcend Wealth Partners's key employees include:

Co-Founder/Ceo: C. C.
Partner: C. S.
Partner & Wealth Solutions Strategist: M. B.
Investment Services Associate: J. B.
Junior Investment Accountant: S. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.