The Ascent Group

The Ascent Group, LLC is an Alera Group company operating through Alera Wealth Services. It functions as an SEC-registered investment advisor with its own turnkey asset management platform. This structure allows it to customize asset management strategies while leveraging the broader Alera Group's distribution network. Securities transactions are executed through Osaic Wealth, Inc., which is independently owned and separate from The Ascent Group.

A turnkey asset management platform is a technology and service solution that allows advisors to outsource investment management functions. The Ascent Group built its own TAMP to provide customized programs and strategies that address specific client and advisor needs. This approach enables scaled pricing and compelling asset management strategies without relying on third-party platform providers.

The firm manages wealth and retirement plan assets. Its service offerings span property and casualty insurance, employee benefits, wealth management, and retirement plans. The Ascent Group customizes investment programs by partnering with external asset managers and strategists to build solutions that cover a range of client requirements.

Yes. The firm lists partner websites including Walsh & Nicholson Financial Group and Summit Group of Virginia, indicating collaborative relationships with affiliated advisory practices. Through its Alera Wealth Services connection, the firm focuses on expanding TAMP access to additional clients and advisors across the Alera Group network.

The Ascent Group, LLC is an SEC-registered investment advisor. Investment advisory services are specifically offered through Alera Investment Advisors, LLC, while securities are offered through Osaic Wealth, Inc., a member of FINRA and SIPC. The firm explicitly discloses that Osaic Wealth is separately owned and that other entities and marketing names are independent of Osaic Wealth, creating a structural separation between advisory and brokerage functions.