Transitioning

Your Successful and Streamlined Transition is Our #1 Priority

When you decide to join the Ascent Financial Network community, our number one priority is to ensure your transition goes smoothly.

Our team is made up of experienced professionals deeply familiar with investment consultants and how their businesses work, compliance and legal requirements and the importance of a seamless move for you and your clients.

No matter what type of firm you’re coming to us from, we’re well versed in the details required to move your business to us quickly and with minimal disruption.

Are You Ready for a Transition?

Is Ascent Right For You?

How Does a Transition Work?