Elliot Forsyth
Senior Partner - Ascent Wealth Management
- Role
- Senior Partner at Ascent Wealth Partners, LLC
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Elliot Forsyth
Please visit our website: As a Senior Partner and Certified…
Experience
Senior Partner
Mar 2023 — Present · Boulder, CO, US
Skills
- Financial Analysis
- Managed Money
- 401k Rollovers
- 529 Plans
- Retirement Planning
- Business Strategy
- Investments
- Fixed Income Strategies
- Financial Services
- Asset Allocation
- Mutual Funds
- Risk Management
- Concentrated Stock Management
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