Ascent in Action
Let’s step back and take a bird’s eye view of your finances today and where you want to be in the future. Understanding the big picture helps to make the day-to-day steps more achievable.
Whether you are just starting out on your financial journey or have years of hard work to build upon, Ascent is here to help you create your tomorrow. We are a team of experienced financial professionals committed to delivering a more service-focused, personalized approach to your future
Ascent Financial Group is your trusted team. We take the time to get to know where you are and where you want to be. Through one-on-one conversations and thoughtful discovery, we strive to understand what keeps you up at night and how we can help bring peace of mind through personalized financial planning.
We help individuals and businesses with retirement and protection strategies.
We are known for the exceptional service and client support we provide to both new and existing Equitable Advisors' client portfolios. Our team brings senior-level experience and insight to every relationship. Having all this experience under one roof gives you access to some of the most effective financial strategies available in the Pittsburgh market.
Many investors want more
than just numbers.
They want to know what their financial professional will do, how it will impact their lives, and what action they need to take. That is the opportunity you get with a Pittsburgh financial professional at Ascent. In today’s volatile markets and changing regulations, we use a Risk First Approach to uncover opportunities and address concerns. This holistic and tactical method helps you manage the right amount of risk, offering peace of mind and financial clarity.
We are here to help you elevate outcomes and secure futures starting with understanding you.
Many investors want more information than they typically receive. They want to know what a financial professional does, how their lives are going to be changed, and what they need to do. This is the opportunity they would get working with an Equitable Advisors financial professional. With the volatility of markets, regulatory changes, and rising concerns about retirement, we employ a Risk First Approach to illustrate opportunities for you. Risk First sets us apart from the rest as a holistic and tactical approach to managing the right amount of risk.
Meeting Flexibility
Whether you prefer in-person or virtual meetings, our platform makes it easy to schedule at your convenience. From your office, home, or while traveling, you can access full meeting experiences from any device.
We are here to meet you where you are.