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

    Summit Group of Virginia

     

    Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    EXPERT EDUCATION

    Events and Webinars

    Property and Casualty

    2025 Property and Casualty Market Outlook

    Join our property and casualty experts for an exclusive look at the trends and challenges shaping the insurance landscape in 2025.

    January 15, 2025 at 01:00 pm CT | Virtual

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    Employee Benefits

    Setting Your Strategy for the New Year: Alera Group's 2025 Employee Benefits Market Outlook

    Our experts will highlight key results from Alera Group’s "2025 Employee Benefits Market Outlook" and explain how these trends can impact your benefits program this year.

    January 16, 2025 at 01:00 pm CT | Virtual

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    Wealth Services

    State of the Markets

    Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.

    January 22, 2025 at 12:00 pm CT | Virtual

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    State of the Markets

    THOUGHT LEADERSHIP

    Insights

    Wealth Services

    Weekly Market Update

    Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday.

    December 30, 2024

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    Wealth Services

    Weekly Market Update

    Stocks were under pressure last week as the Fed Chair's hawkish comments unsettled investors ahead of the holiday season.

    December 23, 2024

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    Employee Benefits

    State of the Market for Employee Benefits in 2025

    What are the needs and priorities of those in the workforce and the employment market? What are rival businesses offering to attract and retain the best the market has to offer? And what shifts are taking place in the market that employers should anticipate and prepare for? Alera Group’s 2025 Employee Benefits Market Outlook, scheduled for release on January 16, provides answers to those essential questions.

    December 19, 2024

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    Wealth Services

    Why a Financial Plan Matters

    A financial plan is more than just numbers—it’s a personalized roadmap to help balance your current needs with future goals. Discover how a thoughtful plan can provide clarity, reduce financial stress, and guide you through life’s uncertainties with confidence.

    December 17, 2024

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