NetworkยทFamily Office
๐ NEW HARTFORD, NY
SEC CRD #801-72693
Ascent Wealth Partners is an independent, fiduciary wealth management firm serving successful individuals, families, business owners, and retirement plan sponsors with investment management, financial planning, and business succession services.
NANCY KOWALCZYK
CHIEF COMPLIANCE OFFICER
๐ (315) 624-7300
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AUM
$1.5B
Check Size
$8Mโ$8M
Location
NEW HARTFORD, NY
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