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The Gardner Group

Mission statement:

Our Mission is to partner with you to establish and achieve your financial goals through objective planning and management of your wealth. Our purpose is to help you build, manage, and preserve your wealth. We put our clients’ interest first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but rather by your success in achieving your goals. We want to create the highest level of satisfaction for our clients. Communication, education, and independence will be key differentiators.

Overview:

The Gardner Group manages the financial affairs of a select group of families to inspire them to make the right decisions in life. We provide comprehensive wealth management to professionals, retirees, business owners, and other affluent clients on a fee-basis. The Gardner Group utilizes a team approach in analyzing and planning your investments, cash management, estate plan, risk management, tax mitigation, and retirement. Recommendations are based solely on your specific needs, circumstances and goals.

Vision:

Our Vision is to be recognized as a leader in providing comprehensive wealth management. We specialize in providing integrated, personalized solutions to help families design and implement their financial plans. The Gardner Group wants to be viewed as one of the best independent comprehensive wealth management firms in the Southwest.

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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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