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Synergy Financial Management, LLC (SFM)

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Synergy Financial Management, LLC (SFM)

Overview:

Synergetic Finance is an integrated financial services firm — a financial ecosystem — specializing in Financial Management, Business Valuation and Consulting, and Mergers and Acquisitions including commercial real estate investments.

Serving as a trusted partner, we provide objective guidance and proven expert solutions based on a thorough understanding of your specific situation and goals. As our client, you will benefit from a collaborative relationship that addresses - and anticipates - your needs. We will follow a disciplined process that provides a structured approach while allowing for customization to your circumstances.

Whether you are seeking fundamental investment management, need to ensure the orderly succession of ownership for a family business, are providing care for an aging family member, or are looking to establish a philanthropic legacy that makes a difference in your community, our approach is comprehensive, designed to meet your near and long term financial goals.

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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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