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APW Wealth Advisors, LLC

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APW Wealth Advisors, LLC

Overview:

Our firm is comprised of three Wealth Advisory Partners, all born and raised in New England. With forty-seven years of combined experience in the financial services industry, we strive to apply a concrete and measured sensibility that has become the hallmark of our firm, and the basis for our long-standing relationships with individual clients and families alike.

Our primary partners are supported by an experienced team of local client service professionals who help to manage the ongoing needs and requests of our growing clientele, and who are physically located in our local offices.

We are registered representatives of Lincoln Financial Advisors Corp., a national financial planning firm. In additional to our local presence, our affiliation through Lincoln Financial Advisors allows us to further enhance the services and capabilities we provide our clients everyday.

We provide a full spectrum of financial and wealth management products and services available in the marketplace. From a comprehensive financial plan, to a risk management analysis; from employee stock option guidance, to a retirement distribution assessment we combine our local presence with a national resource network to deliver an unmatched experience unique in our area and in our industry.

At APW Wealth Advisors we believe wealth accumulation, management, distribution and transfer is a right, not a luxury. Our clients have earned the right to be in control of their wealth, and their future. It is our job to keep them there.

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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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