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Efficient Wealth Management

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Efficient Wealth Management

Overview:

Efficient Wealth Management is an independent, fee-only, fiduciary wealth management firm located in The Woodlands, Texas.

At Efficient Wealth Management, we have developed a consultative approach where we work with a team of experts to help clients manage their complex financial lives. Not only do we help protect their wealth through investment consulting, but we work with them to develop advanced planning solutions to mitigate their taxes, take care of their heirs, protect their assets from being unjustly taken and maximize the impact of their charitable planning.

To ensure excellent service, we limit our practice to a select number of clients for whom we can have a tremendous impact.

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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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