Dynasty said its wealth management platform that includes integrated technology, insurance products, trust services, lending solutions, capital markets research and products, and asset management services.
Ascent was founded by Bradley Kowalczyk, Mark Moshier and Scott McCartney. It is an independent financial services firm serving high net worth individuals.
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Dynasty president and CEO Shirl Penney said Ascent Wealth Partners is another important addition as they continue to grow the number of independent financial advisors utilizing the Dynasty platform.
"In addition to Dynasty’s ability to support breakaway advisors seeking to establish a new independent firm, their partnership with Ascent shows the tremendous value of the Dynasty platform to existing independent financial advisors – whether they are establishing a new firm or seeking to enhance their existing capabilities," added Penney.
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