Joseph CFA's Contact Details

Joseph CFA's Company Details

Ascent Wealth Partners

New Hartford, NY, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Ascent Wealth Partners is an independent financial services firm with offices in Utica, Saratoga Springs, and Elmira, NY, serving successful individuals, their families, and their businesses. The firm was founded by Brad Kowalczyk, J.D., LL.M, Mark Moshier, CPA, and Scott McCartney, CFA, who collectively have over seventy years of experience providing financial advisory services to high-net-worth clients with sophisticated needs.At Ascent Wealth Partners, we are committed to raising the standards for wealth management. Our organizing principle is that our clients drive our company. Our mission is to assist them in identifying and attaining their life goals. To do that, we use our collective experience to see life from our clients' perspective — what they want to achieve, what they hold important — and we work to make that happen. Our advice is straightforward, and free from conflict. Clients first. Always.In addition to wealth management, Ascent has a robust consulting division for retirement plan sponsors. We have built a retirement plan team that is second to none in the region, with regards to practical, "hands on" experience. Our retirement team is headed up by Brad Kowalczyk, J.D., LL.M, Neil Edmonds, and Mark Moshier, CPA. From legal and fiduciary issues, to plan design and administration, our experience and credentials prove to be invaluable to our plan sponsor clientele. We round out our industry expertise with sophisticated investment consulting delivered in a team environment.Ascent Wealth Partners is a registered investment advisor. Ascent Wealth Partners provides investment advisory and related services for clients nationally. Ascent Wealth Partners will maintain all applicable registration and licenses as required by the various states in which Ascent Wealth Partners conducts business. For additional information, please visit our website at www.ascentwealthpartners.com.