Ascent Wealth Partners

  • Investment Bank/Securities Brokerage
  • New Hartford NY
  • 7 employees
  • Investment Management
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Company Overview

Headquarters
89 Genesee St, New Hartford NY
Website
ascentwealthpartners.com
Phone
(315) 624-7300
Employees
7
Founded in
2011
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$10B

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Who is Ascent Wealth Partners

Ascent Wealth Partners is an independent financial services firm located in New Hartford, New York. The company employs 7 people and generates revenue of over $10,000. Ascent Wealth Partners offers a range of services to successful individuals, families, and businesses. These services include wealth management and retirement plan consulting. The firm's team of experienced professionals assists clients in identifying and achieving their financial goals, providing personalized advice and strategies tailored to their specific needs. Ascent Wealth Partners distinguishes itself through its client-centric approach, prioritizing client goals and objectives. The firm's team is committed to exceeding client expectations by offering comprehensive financial planning, investment management, and retirement plan solutions. For further information about Ascent Wealth Partners and its services, please visit their website at www.ascentwealthpartners.com.

Company Leadership

Joseph Summa

Partner

Phone Email

Ascent Wealth Partners Industry Tags

Investment Managment
Retirement and Estate Planning
Qualified Retirement Plan Consulting
Business and Sucsession Planning
Investment Management
Business and Succession Planning
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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Companies Similar to Ascent Wealth Partners

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10M Santa Monica, CA 2012
10M 4 New York, NY 2015
10M 11 2013
10M 14 Freiburg, CA 2010
10M 3 Saint Paul, MN
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FAQ

What is the location of Ascent Wealth Partners's headquarters?
The headquarters of Ascent Wealth Partners are situated at 89 Genesee St, New Hartford NY
What is Ascent Wealth Partners's phone number?
Ascent Wealth Partners's contact number is (315) 624-7300.
What is Ascent Wealth Partners's official website?
The official website of Ascent Wealth Partners can be found at ascentwealthpartners.com.
What is Ascent Wealth Partners's current revenue?
As of August 2015, Ascent Wealth Partners's annual revenue reached $10B.
How many employees does Ascent Wealth Partners currently have?
Ascent Wealth Partners employs approximately 7+ people as of August 2015
Which industries is Ascent Wealth Partners primarily operating in?
Ascent Wealth Partners operates in the following industries: Investment Management
Who is the Partner of Ascent Wealth Partners?
Ascent Wealth Partners's Partner is Joseph Summa
What are Ascent Wealth Partners's industry tags?
Ascent Wealth Partners's industry tags include: Investment Managment, Retirement and Estate Planning, Qualified Retirement Plan Consulting
When was Ascent Wealth Partners founded?
Ascent Wealth Partners was founded in 2011.

Employee Directory

Key Employees

Moshier Mark

Partner

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Steve Basile

Financial Advisor

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Neil Edmonds

Managing Director

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