Let Me Point You To A
Brighter Future

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.

 

-Todd Gordon

Individualized World Class Financial Planning

(Trade with T.V. Star Todd Gordon)

CNBC Contributor

Todd Gordon has devoted the first half of his career studying, trading, and investing in the financial markets. He’s
been a contracted on-air CNBC contributor for over 10 years and has appeared hundreds of times. Work one-on-one
with Todd and his team at Ascent Wealth Partners to build you a brighter future.

Todd – Ascent Wealth Partners

philosophy

I spent the last 20 years learning how the markets work. In that time I coached thousands of online traders, but was feeling unfulfilled. I’ve always dreamed of forming intimate relationships with my clients to build real long-term wealth. After turning 40 I moved my family to where I”m from in Saratoga Springs NY to focus on a core group of clientele who want individualized professional financial planning. In this historic time of social and political uncertainty creating significant market volatility, wouldn’t you prefer to work with someone who spent the first half of his career studying markets rather than focusing on selling and gathering assets under management.

Located in Saratoga Springs

Coffee Bean

History

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Heart

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Horses

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

Planning

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.

Investing

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,

Partner

MARK MOSHIER,

CPA,
Partner

NANCY L. KOWALCZYK

Director of Operations
Chief Compliance Officer

SCOTT C. MCCARTNEY

Partner and Chief
Investment Officer

TODD GORDON

Managing Director

NEIL EDMONDS, AIF

Managing Director

DOUGLAS F. BISSONETTE

Managing Director

CHRIS LAI, CFA

Portfolio Manager

JOSEPH D. SUMMA CFA

Managing Director

TIM WELCHONS

Financial Advisor

STEVE BASILE

Financial Advisor

CONNIE BENSON

Associate

Lets Get in touch

Drop me a private message here so we can schedule a call to explore your individual financial needs and see if I can help.

Contact

Phone

518.306.4220

Address

16 Lake Ave Saratoga Springs
NY, 12866

Important Disclosure:

 

Ascent Wealth Partners, LLC (“Ascent”) is a Registered Investment Advisor (“RIA”), located in the State of New York. This content is intended to provide general information about Ascent Wealth Partners and its advisory services.

It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies, and to be able to contact us for further information.

Ascent will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”), and the Brochure Supplement for each advisory person supporting a particular client.

Trading Analysis, LLC and Ascent Wealth Partners, LLC are not
affiliated.