Reach for your best financial future
Investment Management
Financial Planning
Wealth Solutions
Serving successful individuals, families, business owners, and retirement plan sponsors
THE ASCENT DIFFERENCE
INDEPENDENT
Free of limiting conflicts or affiliations, we “sell” nothing and offer only objective advice.
FIDUCIARY
We are held to the highest-level fiduciary standard in working with our clients.
Investing and Planning
Our client-specific planning process drives our highly disciplined investment strategy.
Business Succession
We specialize in helping owners prepare for transitioning their businesses.
From our New York offices in New Hartford, Saratoga Springs, and Elmira,
we serve clients across the country.
ASCENT BY THE NUMBERS
700
Client Relationships
$1,100,000,000
Assets Under Management
33
States Where Our Clients Live
KNOWLEDGE CENTER
28 Mar 2024
The Skinny On Weight Loss Drugs
Remember those late-night infomercials promising miraculous weight loss with no effort? We…
15 Mar 2024
Market Currents – 3/15/24
…
01 Mar 2024
Adapting your fixed income portfolio to changing interest rates
The financial landscape has shifted dramatically in recent times. Over the past year,…