Ascent Wealth Partners, Llc
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- 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, Mark Moshier, and Scott McCartney, all former senior managers of a leading independent financial services firm. Collectively, Ascents three founding partners have over forty years of experience providing financial advisory experience 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. Our advice is straightforward, and free from conflict. 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 John Savage, CPA, Brad Kowalczyk, J.D., LL.M, and Mark Moshier, CPA and together they have over fifty years of experience consulting with clients on retirement plan design. 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.
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Headquarters:89 Genesee Street , Town Of New Hartford, New York, United States
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Phone Number: +1 315-624-7300
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Website: https://www.ascentwealthpartners.com
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Employees:9
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Revenue:$1 - 10M
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Legal Name:Ascent Wealth Partners, Llc
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Ascent Wealth Partners, Llc's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Ascent Wealth Partners, Llc
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Where are Ascent Wealth Partners, Llc's Headquarters?
Ascent Wealth Partners, Llc's Headquarters are in 89 Genesee Street ,Town Of New Hartford,New York,United States
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What is Ascent Wealth Partners, Llc's phone number?
Ascent Wealth Partners, Llc's phone number is +1 315-624-7300
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What is Ascent Wealth Partners, Llc's official website?
Ascent Wealth Partners, Llc's official website is https://www.ascentwealthpartners.com
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What is Ascent Wealth Partners, Llc's Revenue?
Ascent Wealth Partners, Llc's revenue is $1 - 10M
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What is Ascent Wealth Partners, Llc's NAICS code?
Ascent Wealth Partners, Llc's NAICS code is 523930
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How many employees are working in Ascent Wealth Partners, Llc
Ascent Wealth Partners, Llc has 9 employees
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What is Ascent Wealth Partners, Llc's Industry?
Ascent Wealth Partners, Llc is in the industry of Investment Management
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Who is Ascent Wealth Partners, Llc's Chief Compliance Officer?
Ascent Wealth Partners, Llc's Chief Compliance Officer is Nancy Kowalczyk