Ascent Wealth Partners LLC
About
Ascent Wealth Partners is an independent registered investment advisor with offices in Saratoga Springs, New Hartford, and Elmira, serving successful individuals, families, business owners, and retirement plan sponsors nationwide.
What to know
- Founders Brad Kowalczyk, Mark Moshier, and Scott McCartney have more than 70 years of combined experience.
- It manages about $1.7 billion in assets across 900 client relationships.
- Clients live in 33 states.
- It operates under a fiduciary standard and sells no products.
- Business succession planning is a specialty.
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