As an independent advisory firm, we believe we can offer clients the highest level of service, expertise and financial solutions available. Ascent?s staff has years of experience working together as a high-performing team, and possess a diverse set of skills that complement each other. We bring strategic thinking, practical expertise, and innovation to our client relationships and their investment plans.
Our collective depth of experience includes financial and estate planning, investment management, retirement plan expertise, business succession planning, tax law, accounting, and more. Our breadth of experience has made us particularly useful to clients with complex needs, and to business owners who require holistic, integrated advice regarding their retirement plans, personal investments, and transition planning.
Our association with Dynasty Financial Partners allows us to offer a broad services platform that can address distinct client needs. Through Dynasty, we have access to class-leading software and services, and to the highest-quality financial solutions tailored to the needs of sophisticated clients. It?s a relationship that allows us to offer our clients a boutique experience, backed by a deep reserve of specialized capabilities should a client?s needs require them.
Ascent Wealth Partners, LLC (?AWP?) is an SEC-approved investment adviser.