Unbiased expert advice delivered with relentless commitment to client service

 

Everyone’s vision of financial success is unique. Relentless in our commitment to client service, we at Ascendant Wealth Partners make it our mission to understand yours and help you achieve it.

Preserving and enhancing wealth through objective, unbiased, and personalized advice, our team of experts has collectively prudently managed more than $7 billion and has helped hundreds of families, as well as institutions and foundations, reach their financial goals.

We leverage best-in-class investment expertise to construct a bespoke portfolio for every client, investing our own money alongside theirs.

Open-concept office space with five people sitting working at computers in cubicles, one woman standing and a man walking past cubicles. accent
 
Second floor common area of open-concept office building and stairs to ground floor. A man and woman seated and talking, man walking by, and woman ascending stairs. accent

Who we are

A boutique within an institution, our team is led by Jim Bantis, Bruce Kagan, Bruce Leboff, Adam Moody, Evan Howard, and Jonathan Paul. Our partners leverage over 150 years of collective investment and wealth management experience to advise clients.

Meet our people

How we advise families

Following a proven, rigorous process, we offer high-net-worth families complete peace of mind by addressing and managing each facet of their wealth.

Learn more

How we advise institutions and foundations

Utilizing proven strategies tailored to their predefined investment parameters and set duties, we help organizations grow future capital while serving current financial requirements.

Learn more

What does financial success look like for you?

 
Let’s define your vision of success and lay out a plan to help you achieve it.
 
Connect today