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Alera Group acquires Ascent

Alera Group, a top independent, national insurance, wealth and retirement plan services firm, said it acquired Virginia Beach, Virginia-based The Ascent Group and its affiliated companies.

United statesVirginia beachTina hohmanMichael mossBrian walshJeff silvermanSummit groupWalsh nicholson financial groupAlera groupAscent groupAlera group wealth servicesDeerfield alera groupAlera group retirement plan servicesVirginia based the ascent groupAlera group retirement planVirginia based summit group

Alera Acquires $2 8B The Ascent Group

The Ascent Group adds $2.8 billion to Alera's retirement plan and RIA businesses, as well as a proprietary TAMP.

South carolinaUnited statesMike mossPeter campagnaTina hohmanBrian walshJeff silvermanSummit groupWalsh nicholson financial groupAlera groupAlera group wealth servicesAscent groupWharton business groupAlera group retirement plan servicesVirginia beach based the ascent groupAlera group wealth

Alera Group Acquires The Ascent Group

DEERFIELD, IL (BUSINESS WIRE) Jan 4, 2023

United statesTina hohmanJody loweBrian walshMichael mossJeff silvermanSummit groupWalsh nicholson financial groupAlera groupAlera group wealth serviceAlera group retirement plan servicesAlera group christian mangoLowe groupAscent groupAlera group wealth servicesVirginia beach based the ascent group

Alera bolsters businesses with Ascent acquisition

Insurance, wealth and retirement plan services firm Alera Group acquired financial advisory firm The Ascent Group.

Summit groupWalsh nicholson financial groupAlera groupAscent groupChristian mangoVirginia based summit groupPennsylvania based walshNicholson financial

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