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SWBC Wealth Management

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SWBC Wealth Management

History:

Since 1976, SWBC has been one of the best comprehensive insurance and financial service providers for financial institutions, businesses, and individuals. Over the years, we’ve grown into a diversified organization, offering a wide range of insurance, employee benefits, mortgage, risk management, and investment products and services.

At SWBC, our customers come first. We believe in listening to your needs, analyzing your particular situation, and then recommending a customized program that will exceed your expectations. As a recognized leader in the financial services industry, we’re proud to help you, your family, and your business achieve its financial goals by providing quality products, outstanding service, and innovative solutions for all of your financial needs. Headquartered in San Antonio, Texas and with over 1,200 dedicated employees in offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states. For more information, please visit www.swbc.com.

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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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