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Integrated Capital Planning, Inc.
       
 
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Integrated Capital Planning, Inc.
 
 
Mission statement: 

We seek to become the trusted wealth manager and financial advisor for those we serve. We believe that our clients and potential clients desire a relationship based upon honesty, sincerity, trust and open communication.

We believe that our clients want to receive objective advice rather than just being told what they want to hear. We know that our clients value working with a dependable, experienced and intelligent advisor who places their needs above any other considerations.

We seek to be good listeners to our clients and to use simple and readily understood terminology in our communications. We will be available and promptly respond to our clients' needs and concerns.

We are convinced that Investment Portfolio Performance over time is a critical factor in helping our clients reach their financial goals. We will explain the implications of economic developments as they relate to client investment strategies.

We  will provide the following services to our clients:

  1. Comprehensive Wealth Management Advice

  2. Investment Portfolio Analysis

  3. Investment Portfolio Strategy Development and Implementation

  4. Quarterly Monitoring and Review of Portfolio Performance

  5. Customized Quarterly and Annual Portfolio Performance Reports

  6. Regular client meetings to review personal needs and portfolio results.

We will become the trusted financial guide to help our clients achieve their financial and wealth management goals.

We will provide excellent personal service to our clients. Our clients will highly value our services to such an extent that they will freely and enthusiastically refer their friends and family members to our firm. When this happens we will know that we are accomplishing our mission.
Overview: 

We are a small firm with a complete suite of large firm tools and resources which permit us to deliver competitive and world class services to our clients while still retaining the friendly and unpretentious feel of a small family owned and operated business. We have found that the small independent business model provides the best platform for us to live out our core values of integrity, trust and service without compromise. We are just too stubborn to do otherwise.

We offer a free, no cost or obligation, one hour consultation for the sole purpose of determining whether or not there is a fit between your needs and our services. We will not establish a professional relationship at this meeting. We request that you agree to a subsequent conversation by phone 48 hours after our meeting to determine if there is a fit between us. This will allow us to focus on your needs during our meeting without the pressure of having to make a decision.

We seek long term relationships with our clients. Some of our current clients have been with us since 1983. Such relationships evolve over time to something special which goes far beyond the usual client/advisor relationship. It is not an exaggeration to say that many of our clients have become our friends and seem like family to us. We invite you to take advantage of our complimentary consultation to see if there is a fit between your needs and our services. We look forward to meeting you.


 
 
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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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