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Charter Oak Capital Management
 
 
Overview: 

Charter Oak Capital Management was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most comprehensive and personal service available. Using a disciplined investment management process, we are focused on helping our clients reach their financial goals. Our business is based on the principle that education and understanding of your current financial situation is vital in order to successfully make prudent decisions concerning your future financial condition.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping to make your dreams a reality. As your Investment Management Team, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals... and chat about a great game or check in to talk about your island vacation!


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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