Investment advisory service
Ascent Wealth Partners
Ascent Wealth Partners is an independent financial advisory firm based in Utica, NY, offering objective advice and solutions for investment management, financial planning, and wealth management. With a team of experienced professionals, they serve successful individuals, families, business owners, and retirement plan sponsors across the country, providing personalized strategies to help clients reach their financial goals. With over 700 client relationships and $1.1 billion in assets under management, Ascent Wealth Partners is committed to the highest-level fiduciary standard, ensuring that their clients' best interests are always prioritized. They specialize in business succession planning, helping owners prepare for transitioning their businesses, and their client-specific planning process drives a highly disciplined investment strategy. Despite market fluctuations, Ascent Wealth Partners has consistently delivered exceptional results, making them a trusted partner for those seeking a secure and prosperous financial future.Generated from the website