Grand Rapids, United States
Ascent Wealth Partners is a Financial Services startup founded in 2005 and headquartered in the United States. The company's slogan "The joy of success is not found in the destination, but rather in the Ascent," reflects its focus on supporting clients throughout their financial journey.
At Ascent Wealth Partners, the primary goal is to simplify complex financial planning, allowing clients to invest their time and energy in the areas that matter most to them. The company's services cater to Executive Leaders and Closely-Held Business Owners, offering comprehensive Personal Wealth Services such as Financial Planning, Investment Advisory Services, Retirement Planning, Insurance Selection, and Trust Services.
In addition to personal wealth management, Ascent Wealth Partners also provides Business Planning Services including Business Continuation Planning, Employee Benefits, Executive Benefits, and Qualified Plan Design + Implementation. Notably, Ross Hoezee, Stephen Lowe, and Justin Haan operate under the marketing name Ascent Wealth Partners as representatives of Northwestern Mutual, a prominent financial services company based in Milwaukee, WI.
It's important to highlight that Ascent Wealth Partners is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank, while Ross Hoezee, Stephen Lowe, and Justin Haan are Insurance Agents of NM. The lack of publicly available information indicates that there have been no recent investments or disclosed investors for Ascent Wealth Partners.
