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
900
Client Relationships
$1,300,000,000
Assets Under Management
33
States Where Our Clients Live
KNOWLEDGE CENTER
09 May 2025
Market Currents – 5/9/25
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11 Apr 2025
Quarterly Market Newsletter – Q1 2025
Tariffs Take a Breather: Q1 2025 Market Update Market Backdrop – A Softening Economy Meets Rising…
04 Apr 2025
A New Era of Tariffs
On April 2, 2025, the U.S. administration announced sweeping new tariffs aimed at virtually all…