Wealth Enhancement has partnered with Ascent Private Wealth, a hybrid RIA in South Carolina, managing $240m in client assets with a team of two advisers and one support staff. This adds to Wealth Enhancement’s total assets of over $132.7bn, making it the fourth South Carolina site for the company.

Ascent, led by Steve Ford, focuses on financial planning and investment services for business owners. The partnership with Wealth Enhancement brings scale, resources, and a forward-thinking approach to elevate services. Williams Private Wealth Advisory and Consulting advised Ascent on the transaction.

Wealth Enhancement recently acquired AEGIS Financial, adding $468m in client assets, and Spectrum Wealth Management in California, adding $182m in client assets. CEO Jeff Dekko expressed excitement about partnering with firms that share values and a client-first mindset, aiming to enhance services for business owners and generational wealth.

Read more at Yahoo Finance: Wealth Enhancement expands with addition of Ascent Private Wealth