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Ascent Wealth Partners
Ascent Wealth Partners assists clients in identifying and attaining their life goals through investment and planning services. The firm prioritizes client...
Overview
Ascent Wealth Partners assists clients in identifying and attaining their life goals through investment and planning services. The firm prioritizes client interests with straightforward and objective advice, focusing on wealth management, business owner liquidity events, and retirement plan consulting.
General information
Firm type
Bank / Wealth / Trust
Year founded
2011
Location
Region
North America
Country
United States
City
New Hartford
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