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Pioneer Wealth Management Group

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Pioneer Wealth Management Group

Overview:

We are an organization born out of a need to make the financial industry honest. 90% of so-called "advisors" are still commissioned salespeople selling products under the guise of "advice." Our clients receive knowledgeable advice from a holistic standpoint. Our advisors adhere to an oath to serve as your fiduciary.

Services

Wealth
Planning

(cost varies based on complexity)

   Retirement Planning

   Education Savings

   Tax Optimization

   Estate Planning

   Alternative Investments

   Portfolio Optimization

   Goal Planning

   Insurance Review
Asset Management

(0.50%-1.00% annually)

   Portfolio Construction

   Daily Portfolio Monitoring

   Tax Loss Harvesting

   Tolerance Band Based Adjustments
Advisory Subscription

($65 monthly, 12 month minimum subscription)

   Full Access to Pioneer360

   Two 1-hour Advisory Sessions Annually

   Phone and Email Consultations
Hourly Issue Consultation

($200 per hour)

   Individual concerns that don't require full fledged planning can be addressed efficiently using this structure.
Family Wealth Management

(fee varies based on complexity)

   Our FWM service provides your family with its own CFO. We head your financial team providing regular reports and recommendations designed to create efficiency from a tax, risk, portfolio, and estate standpoint as legislation and markets adjust.

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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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