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Firm with $1B worth of client assets rejoins Dynasty Financial network

May 9, 2022 - New York-based Ascent Wealth Partners, which has $1 billion in client assets, has rejoined the St. Petersburg-based Dynasty Financial Partners network.  Ascent Wealth Partners originally joined the Dynasty network in 2011. The firm has offices in New Hartford, Saratoga, and Elmira in New York. “Support provided on middle and back-office activities allows us to provide a high level of services to our clients,” Brad Kowalczyk, partner at Ascent Wealth Advisors, said in Dynasty's Monday news release. “Mark and I have been good friends with Shirl [Dynasty CEO Shirl Penney] for a long time and it was clear we all wanted to find a path to partnership again to give us leverage to better care for clients and continue to build a better business.”

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