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Ascendancy
Financial Group

Envision your future, build your legacy

Excellence, Experience, & Innovation

Plan, build and achieve a strong financial future

Holistic Life Planning

Experience our holistic approach to financial planning

Over $1B Assets Under Our Care

Unparalleled private asset & wealth management services

Finding a Path Together

Take the first steps in creating a visible path that ends with success

Investment Planning

Platforms & Accounts designed specifically to address clients’ long & short-term needs within IRAs, 401(k), 403(b), 457, & Non-Retirement plans.

Retirement Planning

Our holistic approach to financial planning allows us to view our clients' finances as an interconnected system, integrating investment management, tax strategies, estate planning, debt management, and risk management with personal goals, values, and life circumstances.

Asset Management

We pride ourselves on the private wealth management experience our clients have in working with our team.

Life Insurance

We have access to a complete suite of insurance products across a vast network of many carriers.

College Planning

Learn more about our comprehensive process for preparing for higher education which includes academic, extracurricular, and application strategies.

College Savings

Gain access to proven financial strategies that will help you invest in your child’s future with tax-advantaged accounts designed specifically for education savings.

Estate Planning

We can assist in finding the most tax efficient plans for wealth transfers from one generation to another, enhancing generational wealth for your family.

Business Exit Planning

Maximize your business's value, ensure a controlled transition, and gain a roadmap for future financial security.

Group Medical & Life

Our specialists leverage their expertise to provide you with competitive policy options and help you find the best, high-quality Small Business Health Insurance plan that fits your needs.

About Us

Our first priority is helping you. We want to learn more about your personal situation and identify your goals, and believe that open and honest communication is the foundation for success.

Headquartered in Colts Neck, NJ we place great focus on understanding our client’s needs, and strive to provide the most efficient plans possible, while preserving the value of their estates. We offer customized guidance and proprietary strategies that foster financial peace of mind, and believe that small, consistent actions today can grow into significant, life-enhancing wealth tomorrow.

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Over 23 Years In Business

Our expertise allows us to offer full-range, customizable guidance and proprietary strategies.

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Over 150 Years Combined Experience

Our experience allows us to offer our signature holistic approach in creating the most effective plans possible for our clients.

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$1B Assets Under Care

Headquartered in Colts Neck, NJ but serving clients across the country, our Assets Under Management reflect many years of service and the confidence of our clients.

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