NetworkยทFamily Office

Ascent Wealth Partners, LLC

Unclaimed

๐Ÿ“ NEW HARTFORD, NY

Family Officebusiness services
www.ascentwealthpartners.com โ†—

SEC CRD #801-72693

About

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.

Key Contact

NK

NANCY KOWALCZYK

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (315) 624-7300

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Geographic Focus

new york
โ„น

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AUM

$1.5B

Check Size

$8Mโ€“$8M

Location

NEW HARTFORD, NY

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