Additional information

Mission statement:

Our mission is to create and protect wealth for our clients. Just as a mustard seed grows from one of the tiniest of seeds into a very tall plant capable of providing shelter and protection for those around it, we assist clients with growing and protecting their financial capital to provide safety and shelter for their families. As an independent wealth advisor, we combine a unique blend of knowledge and experience to help our clients in the major financial arenas of their lives from the beginning of the financial planning process to the end of the estate planning process.

Profile:

We are an independent registered investment advisor established to serve retired individuals, small company retirement plans and self-employed individuals seeking an alternative to the overcharging and underperforming large banks and trust companies, brokerage firms, and mutual fund companies. We utilize a different approach for the benefit of our clients. For more information on our Investment services and how we can benefit you, please click on the Investments tab to the left.

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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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