Ascent Wealth Partners is a financial services firm based in New Hartford, New York, dedicated to helping individuals, families, and institutions achieve their long-term financial goals. Specializing in comprehensive wealth management, the firm provides tailored financial planning and investment advisory services. As a client-centric organization, Ascent Wealth Partners builds strategies grounded in a deep understanding of each client’s personal and financial objectives. Their team of experienced advisors offers objective, fiduciary advice that aligns with clients’ best interests.

The firm takes pride in offering an integrated approach, incorporating retirement planning, risk management, education funding, and estate planning. They also assist with legacy planning and philanthropic strategies for families looking to make a lasting impact. With a strong commitment to transparency and ongoing communication, Ascent emphasizes long-term relationships and financial education for its clients. Their deep knowledge of financial markets and economic trends makes them a trusted partner throughout life’s financial milestones.

Website: http://www.ascentwealthpartners.com/

Key Services:

– Comprehensive financial planning
– Investment management and advisory
– Retirement and income planning
– Tax-efficient wealth strategies
– Estate and legacy planning
– Risk management and insurance analysis
– Education funding strategies
– Philanthropic and charitable giving планning