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Ascent Wealth Management

EST. AUM
$500,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
CRD Number
Website ascentwealth.net
Client types

Overview

Ascent Wealth Management is an independent wealth advisory firm serving clients from offices in Allentown and Orwigsburg, Pennsylvania. The firm provides planning-led portfolio management, retirement plan consulting, insurance solutions, and college and charitable planning. Advisors emphasize a fiduciary process and open-architecture access to multiple investment vehicles, tailoring strategies to client goals, risk tolerance, and time horizon. Advisory services are provided through Private Advisor Group, while LPL Financial supplies brokerage, custody, trading, and reporting. The mission centers on guiding clients through the hazards of today’s financial markets with disciplined planning, education, and ongoing reviews.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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