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Defender Capital

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Defender Capital

Overview:

Defender Capital is a private wealth management firm. Located in the heart of Charlotte’s dynamic South End district, Defender Capital provides valuable advice for both institutional and retail clients across the country.

By definition, wealth management is the ability of an advisor or team of advisors to deliver a full range of financial services, advice, and products.

With diverse backgrounds, our team of professionals act as an individual's CFO to provide the experience and expertise to successfully evaluate all aspects of a client’s financial needs. Our professionals consult with a complementary network of lawyers, CPAs and analysts.

The firm’s objective is to combine sound financial planning, investment management and the resources of a global financial firm with the personal touch of a boutique.

Defender Capital has an excellent image and reputation within the financial planning community because of the high ethical standards that guide our firm and expertise.

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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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