Brian E. Patterson, RICP®

Brian E. Patterson, RICP®

Founder & CEO

Retirement Planning Specialist

At Retirement Group

I was born and raised in Newburgh, NY and graduated from Mt. St. Mary College with a degree in Accounting in 1997.  My career began as a Mutual Fund Analyst at EQ Financial (name changed to AXA Advisors in 2001) in New York in November, 1998, where I would spend three years in our back office gaining the education and knowledge necessary to begin my asset management practice.

In April, 2002,  I changed roles and moved to the Woodbridge, NJ branch of Equitable Advisors as a Financial Consultant. I accepted the role of Branch Asset Manager in January, 2005 and have served as the Asset Mangement Specialist for Equitable Advisors' New Jersey Branches in Morristown, Wall and Woodbridge since that time.  In this role, in addition to managing my private practice, I've had the priviledge of  meeting on a regular basis with other Equitable Financial Professionals, assisting them in the management of their customer relationships as well as the associated investment portfolios. 

With development and growth comes change.  In November, 2014 I founded Ascendancy Wealth Management LLC.  The company was founded first and foremost to provide a premier service model to our current customers as well as our potential and future customers.   Through our relationships with Linsco Private Ledger, Equitable Network, AB Global, and many other mutual fund and private mangement companies we have only enhanced our asset management process and ability to provide the best recommendations to those who seek our advice and counseling.

I am a current active member of the Society of Financial Services Professionals, an organization I first joined in 2006.

My wife Lisa, daughter Sophia, son Aiden and I currently reside in Ocean, New Jersey.


My professional qualifications are:
Retirement Income Certified Professional®
Retirement Planning Specialist
Life & Health insurance in various states
FINRA Securities registrations:  Series  7, 24 , 66


The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at or by calling 888-263-7265. To verify a designee, visit

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable Complaints about an Equitable Advisors FP should be directed to

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Ascendancy Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 732-326-5214
Fax 732-326-5295