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

    Employee Benefits

    Dynamic Data: Strategies for Success

    Join us for this session, as our experts will share how to utilize your organization’s data to create advanced and innovative strategies for success.

    July 17, 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.

    July 23, 2025 at 12:00 pm CT | Virtual

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    State of the Markets

    Employee Benefits

    Preparing for Open Enrollment: How to Engage and Educate Your Employees on Their Total Benefits Package

    In this session, our experts will share guidance on setting yourself up for success during Open Enrollment.

    August 21, 2025 at 01:00 pm CT | Virtual

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    THOUGHT LEADERSHIP

    Insights

    Wealth Services

    Weekly Market Update

    Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way.

    June 30, 2025

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    Wealth Services

    Summer Spending with Purpose

    Summer often brings memorable experiences—and increased spending. With a few intentional choices, you can enjoy the season without losing sight of your long-term financial priorities—and your advisor can help keep it all aligned.

    June 20, 2025

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    Wealth Services

    Reset and Refocus: Realigning Priorities for the Rest of the Year

    A lot can change in six months. As you look ahead to the second half of the year, now’s the time to reassess what’s most important—financially and personally—and make intentional adjustments that keep you aligned with your bigger picture.



    June 17, 2025

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    Wealth Services

    Weekly Market Update

    Stocks fell last week as an up-and-down mix of trade progress and anxiety, economic news, and geopolitical tensions netted out.

    June 16, 2025

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