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
Property and Casualty
2024 P&C Symposium
Join us as we bring together top experts to cover key risk management topics, summarize economic and personal risk market conditions and hear recommendations for strategically engaging with carrier partners.
May 1, 2024 at 09:00 am CT |
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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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THOUGHT LEADERSHIP
Insights
Wealth Services
The Fundamentals Of Investing – Do You Know Them?
A key component of financial literacy is understanding the basics of investing. Investing doesn’t have to be complicated! You’re trading access to your money now to use later on while giving it time to potentially grow.
April 29, 2024
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Wealth Services
Weekly Market Update
Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures.
April 29, 2024
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This Mental Health Awareness Month, ‘Run Your Own Race’
May is Mental Health Awareness Month. Here are tips and resources to help you get started on the route to a happier, healthier you.
April 25, 2024
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Wealth Services
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
April 24, 2024
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