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McBride Financial Advisors, LLC

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McBride Financial Advisors, LLC

Overview:

McBride Financial Advisors, LLC is a financial planning and Registered Investment Advisor based in Seattle, Washington. We provide fee-only financial planning services and wealth management. Our goal is to provide responsive, personalized, impeccable service built on trust.

We work with you to provide comprehensive, personalized wealth-management solutions. The broad spectrum of services we offer includes asset protection, estate and trust planning, financial planning, insurance, investment advice, philanthropy and tax planning.

After evaluating your goals and risk tolerance, we will create a personalized investment plan in harmony with your financial objectives. We believe a long term investment strategy offers the strongest potential for realizing your desired rate of return.

Our services include:

Wealth Management
Our wealth management program offers our clients the most comprehensive and flexible approach to planning. Our wealth management services include financial planning, with special attention to tax-sensitive and socially conscious investments, where called for.

Retirement Planning
Whether you are already retired, or forty years away, having a detailed financial strategy is necessary to achieving a comfortable retirement.

Estate Planning
We feel it is important to plan for the use, preservation, and efficient transfer of an individual's wealth. Your situation may not be complex, but having an estate plan ensures that your current and future assets will be distributed to your beneficiaries with maximum ease and minimum cost.

Investment Management
We don't believe in the "one size fits all" approach to designing a client's portfolio. We custom tailor each client's portfolio to meet their individual needs, based on time horizon, risk tolerance, and tax sensitivity.

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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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