Company Information

Get to know Ascent Wealth Strategies Group, LLC

Ascent Wealth Strategies Group, LLC is a registered investment advisory firm based in Heathrow, Florida. Founded on a client-first philosophy, the company provides comprehensive and objective financial planning and wealth management services. Their stated mission is to help clients navigate their financial lives through a holistic approach that includes investment management, retirement planning, estate planning, risk management, and tax strategies. As an independent firm, they emphasize their ability to offer unbiased advice tailored to each client's unique financial goals and circumstances.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Ascent Wealth Strategies Group, LLC

United States

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.