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 $5 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.

Ascendant logo. clouds accent
Jim Bantis and Bruce Kagan and Adam Moody and Bruce Leboff and Evan Howard and Jonathan Paul.
Jim Bantis and Bruce Kagan and Adam Moody and Bruce Leboff and Evan Howard and Jonathan Paul.

Who we are

A boutique within an institution, our team is led by Jim Bantis, Bruce Kagan, Bruce Leboff, and Adam Moody, who leverage their over 100 years of collective investment and wealth management experience to advise clients.

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.

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.


Quarterly market analysis in our newsletter The Pinnacle


Timely portfolio and market insights

Follow the latest market trends, our thoughts on the economy and insights on portfolio construction in our quarterly newsletter, The Pinnacle. Discover information and opportunities curated for investors like you – and get to know us better as we regularly share our stories and perspectives.

mobile phone with ascendant website. clouds accent
mobile phone with ascendant website.

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.

Portrait photography, Ira Kotliar