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Overview:

Wealth Management Services There comes a point when we all recognize that we are no longer looking backwards at what we received from the world, rather towards the future and our legacy. Your legacy is the footprint of your life and labors that you leave behind. Everyone's legacy is special and unique. Legacy Wealth Advisors, Inc. helps each client enlarge their legacy, manage risk, and deliver results. Wealth management is an advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated wealth services. Individuals, families, and business owners who desire the assistance of a Certified Financial Planner ™ and who insist upon an Accredited Investment Fiduciary,™ to help manage their legacy, call on us for:
Comprehensive Financial Planning
Portfolio Management
Planning your legacy
Diversifying concentrated company stock positions
Directing personal assets
Optimizing philanthropic aspirations
Family business succession

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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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