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VerifiedFinancial Services· Founded 2013

Ascent Wealth Management Llc

Ascent Wealth Management LLC, is a full service independent investment management and financial planning firm that is focused on helping you reach your financial dreams. The mission at Ascent Wealth Management LLC is to guide every one of our clients through the hazards of today’s financial markets. As an independent investment management firm, we have the freedom to select the best investment vehicles to help your savings work as hard for you as you have worked to earn them. The needs of every investor are different so contact our office to schedule an interview and begin the path towards your financial goals. Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of the states in which I am/we are registered to do business, please visit Member SIPC

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HeadquartersAllentown, United StatesEmployees4(1 to 10)Annual revenue$1M to <$10MFounded year2013Websiteascentwealth.netLinkedIn profileLinkedIn

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3

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Top roles at Ascent Wealth Management Llc

3 distinct titles indexed · top 3 shown.

  • 1investment advisor
  • 1investment analyst
  • 1office manager

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