About Us
The Ascent Group, LLC is an SEC registered investment advisor based in Virginia Beach, VA with several billion dollars in wealth and retirement plan assets under management. The Ascent Group has built out its own turnkey asset management platform (TAMP) to provide enhanced value to clients through compelling asset management strategies and scaled pricing. By partnering with asset managers and strategists, The Ascent Group has customized specific programs and strategies that solve a range of client and advisor needs. The Ascent Group is an Alera Group company, focused on helping Alera Wealth Services expand TAMP access to provide value to more clients and advisors.
Partner Websites
Walsh & Nicholson Financial Group
Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered by certain representatives through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC, Alera Group, Inc., and any individual offices affiliated with Alera Group, Inc., are not affiliated with Triad Advisors, LLC. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Supporting Women’s Health Month: Trending Employee Benefits
In this session, we’ll talk about how employers are helping female employees and dependents be their best through every phase of life: From fertility, maternal care and parenting to peri/menopause, caregiving and mental health.
May 16, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
Q2 Compliance Update
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
June 4, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
Optimize Your Benefits: A Three-Pronged Approach
Want to lower healthcare costs and enrich your benefits program at the same time? If so, this webinar is for you.
June 20, 2024 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Wealth Services
Monthly Market and Economic Update - April 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
May 8, 2024
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Property and Casualty
Affordable Housing Providers Hardest-Hit in Insurance Market for Nonprofits
Adding to significant challenges including labor shortages and reduced funding, nonprofit organizations are experiencing increasing difficulty in securing adequate property and casualty insurance. Premiums are increasing, deductibles are escalating, and the number of carriers willing to engage with nonprofits continues to shrink. These challenges underscore the importance of partnering with an experienced insurance broker who specializes in serving nonprofit organizations.
May 7, 2024
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Wealth Services
Weekly Market Update
Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data.
May 6, 2024
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The importance of women’s health concerns in employee benefits design
Women’s Health Month 2024 coincides with jarring controversy and growing concern over challenges and inequities regarding women’s health in general and one area in particular: maternal health. Alera Group's May 16 webinar will focus on how employer can offer solutions through their employee benefits program.
May 1, 2024
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