Ascent Wealth Partners is an independent financial services firm with offices in Utica, Saratoga Springs, and Elmira, NY, serving successful individuals, their families, and their businesses. The firm was founded by Brad Kowalczyk, J.D., LL.M, Mark Moshier, CPA, and Scott McCartney, CFA, who collectively have over seventy years of experience providing financial advisory services to high-net-worth clients with sophisticated needs.
At Ascent Wealth Partners, we are committed to raising the standards for wealth management. Our organizing principle is that our clients drive our company. Our mission is to assist them in identifying and attaining their life goals. To do that, we use our collective experience to see life from our clients’ perspective — what they want to achieve, what they hold important — and we work to make that happen. Clients first. Always.
In addition to wealth management, Ascent has a robust consulting division for retirement plan sponsors. We have built a retirement plan team that is second to none in the region, with regards to practical, "hands on" experience. Our retirement team is headed up by Brad Kowalczyk, J.D., LL.M, Neil Edmonds, and Mark Moshier, CPA. From legal and fiduciary issues, to plan design and administration, our experience and credentials prove to be invaluable to our plan sponsor clientele. We round out our industry expertise with sophisticated investment consulting delivered in a team environment.
Ascent Wealth Partners is a registered investment advisor. Ascent Wealth Partners provides investment advisory and related services for clients nationally. Ascent Wealth Partners will maintain all applicable registration and licenses as required by the various states in which Ascent Wealth Partners conducts business. For additional information, please visit our website at www.ascentwealthpartners.com.
Company Details
- Employees
- 12
- Founded
- -
- Address
- 89 Genesee St, New Hartford,new York 13413,united States
- Phone
- 315.624.7300
- in****@****ers.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- ascentwealthpartners.com
- Keywords
- Retirement and Estate Planning, Qualified Retirement Plan Consulting, Investment Management, Business and Succession Planning.
- HQ
- New Hartford, New York
Ascent Wealth Partners, Llc Questions
Ascent Wealth Partners, Llc's helpline number is 315.624.7300
Ascent Wealth Partners, Llc's website is ascentwealthpartners.com
Ascent Wealth Partners, Llc's LinkedIn profile is https://www.linkedin.com/company/ascent-wealth-partners-llc
Ascent Wealth Partners, Llc has
12 employees.
View email and phone details for 12
employees at Ascent Wealth Partners, Llc.
Ascent Wealth Partners, Llc's industry is
Investment Management
Ascent Wealth Partners, Llc's top competitors are
Ascent Wealth Partners, Llc,
Custom Wealth Management, Llc,
Simplicity Financial Planning,
Integrity Financial Group,
Ascent Wealth Management,
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Ascent Wealth Partners,
Greater Susquehanna Valley Chamber Of Commerce,
Gault Auto Mall.
Ascent Wealth Partners, Llc's support email address is info@ascentwealthpartners.com
Ascent Wealth Partners, Llc's categories are Investment Management
Ascent Wealth Partners, Llc's founding year is 2011
