A complete list of active advisors currently associated with Ascent Wealth Partners, LLC
Warmer can help you find a great advisor at Ascent Wealth Partners, LLC or one who fits your needs even better.
Ascent serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, businesses and retirement plans, offering wealth management, customized portfolio management, financial planning and retirement-plan advisory services (including ERISA 3(21) and 3(38) services). Engagements range from discretionary investment management to ongoing financial planning and plan-level oversight for sponsors and participants. The firm’s investment approach is primarily long-term and draws on both fundamental and technical analysis to construct portfolios concentrated in large-cap equities and high-grade fixed income, supplemented by mutual funds and ETFs. Ascent may also use options strategies for income or protection, manages accounts on a discretionary basis, and on occasion facilitates client investments in unaffiliated private funds while providing ongoing oversight of those allocations. Distinctive features include an affiliation with a law firm—one of the firm’s principals is a licensed attorney and the firm may recommend that law firm’s services while stating those legal services are provided independently and fees are not shared—and an affiliated real‑estate entity that holds the firm’s office properties and certain partner investments. The firm also maintains a strategic relationship with Dynasty (a minority, non‑controlling interest and operational/back‑office support) and discloses that it may receive performance‑based allocations from private fund investments, which represent potential conflicts of interest the firm says it manages through disclosure and oversight.
To learn more about the advisors currently working at Ascent Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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