ASCEND Summit
MarshBerry Ascend Summit
Grand hyatt deer valley resort – park city, Ut
January 27-29, 2027
MarshBerry Ascend Summit is the elite event for leading Wealth Management executives and owners committed to building stronger, more valuable firms. Over three days, this exclusive group of leaders come together to exchange proven growth strategies, evaluate capital decisions, strengthen ownership models, and challenge one another’s thinking — all in an environment intentionally designed for candid conversation, meaningful relationships, and exceptional luxury experiences.
Participants leave with new ideas, trusted peer connections, and practical strategies that directly influence the decisions that matter most.
Invite-Only Attendance
Ascend Summit is designed for a carefully curated selection of top owners and executives who want to grow faster, build more valuable firms, and learn directly from peers solving the same challenges.
The Invitation Advantage
The firms that perform best make better decisions about ownership, capital, talent, specialization, and growth earlier than everyone else. Ascend Summit, the industry’s exclusive leadership event, brings together a carefully selected group of wealth management executives and firm owners successfully making those decisions and driving growth across the industry.
Luxury Experience
Enjoy world-class hospitality, gourmet dining, skiing, and exceptional Park City experiences, all with your spouse of significant other who is invited to join you.
The Ascend Summit Difference
Typical Conference |
Ascend Summit |
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Open registration |
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Mainstream perspectives |
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Presenter-led sessions |
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Hundreds attend |
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Standard networking |
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Hotel stay |
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Invitation onlyInterested in attending? Please contact Kim Kovalski, Managing Director