Bradley Kowalczyk

Bradley Kowalczyk is a Partner and co-founder at Ascent Wealth Partners, LLC, based in New Hartford, NY, where he focuses on providing comprehensive wealth management advice to high-net-worth individuals, families, and business owners. His areas of responsibility include advising clients on asset allocation strategies, overseeing the firm’s fiduciary practices, and guiding sophisticated investment and estate planning solutions tailored for clients experiencing major liquidity events or requiring complex financial structures.

Bradley's career spans over three decades in finance, law, and investment advisory, including roles as President at Strategic Financial Services and Of Counsel at Kowalczyk, Deery & Broadbent, LLP. At Ascent, he specializes in serving clients with needs in equity and fixed income portfolios, private business transaction consulting, and retirement plan advisory for plan sponsors.

He holds a Master of Laws from the University of San Diego, a Juris Doctor from Albany Law School, and a Bachelor of Arts in Philosophy from St. Lawrence University. Bradley’s expertise lies at the intersection of law, tax, investments, and insurance, enabling him to deliver holistic solutions and significant value for clients facing wealth transfer, succession, and legacy challenges in both individual and business contexts.