Client Focused Portfolios - First Ascent Asset Management

We spend every day focused on your clients’ portfolios.

Put our caring problem-solvers to work for you and your clients.

Help your clients keep more of what they earn.

GeoWealth Acquires First Ascent – Combining Platforms to Provide Advisors with a Tech-Forward, Full-Service TAMP

First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
First Ascent Ranked as the #1 TAMP for the Third Year in a Row

In a land of giants, advisors give fast-growing First Ascent the top spot—again!

First Ascent Asset Management: Working hand-in-hand with your financial advisor so you can enjoy the things that matter