Let Me Point You To A
My dream was always wealth management. After 20 years in the trading markets I’ve joined a top-tier wealth management firm that specializes in comprehensive financial planning and portfolio management. Let me help fulfill your dreams and build you a brighter future.
Located in Saratoga Springs
Saratoga is steeped in history and tradition. A key battle in 1777 coined Saratoga as the turning point of the Revolutionary War. Saratoga has a rich history of horse racing drawing the biggest names to our racing facility that dates back to 1863. The spas and mineral waters have been legendary for centuries and hosted guests such as Governor Franklin Roosevelt. Saratoga was a frequent hangout in the casinos during prohibition for notorious gangsters such as Al Capone and Lucky Luciano. The history has cleaned up any illicit activity of the early 20th century and adopted the 3 H’s – history, health, and horses. (change the orange icons to those 3 H’s Tristan.
Working with Clients
Plan today. Realize tomorrow.
When you plan with us, we enter into a long-term commitment to realize your vision for the future. Our tools are hard work, original thinking, and building trust through transparency and best investment practices.
Grow it. Maintain it. Protect it.
Our investment strategies are rooted in common sense, conservatism, and pro-active management. You’ll benefit from years of experience and perspective. Your needs, expectations and goals for the future don’t fit into a template; they are as individual as you are. That’s why we’ll build your plan with a custom approach. We do this every day, with every client.
Client Goal Oriented
We care about your money like you care for your money.
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.
The Ascent Team
BRADLEY M. KOWALCZYK,
NANCY L. KOWALCZYK
Director of Operations
Chief Compliance Officer
SCOTT C. MCCARTNEY
Partner and Chief
NEIL EDMONDS, AIF
DOUGLAS F. BISSONETTE
CHRIS LAI, CFA
JOSEPH D. SUMMA CFA
Futures,Options, and Binary Options Trading all have Large potential awards but also have huge risk. This website is neither a solicitation nor an offer to Buy/Sell futures, options, or Binaries. No representation is being made that any account will or is likely to achieve profits or losses similar to those discussed on this web site. The past performance of any trading system or methodology is not necessarily indicative of future results.
HYPOTHETICAL PERFORMANCE DISCLAIMER
Hypothetical performance results have many inherent limitations, some of which are described below. no representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. one of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. in addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk of actual trading. for example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. there are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all which can adversely affect trading results
CFTC RULE 4.41
Hypothetical or simulated performance results have certain limitations. Unlike an actual performance record, simulated results do not represent actual trading. Also, since the trades have not been executed, the results may have under-or-over compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profit or losses similar to those shown.