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Tradition Investment Management, Inc.

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Tradition Investment Management, Inc.

Mission statement:

To become the premier financial planning and investment management firm in the Midwest while maintaining our uncompromising values and client focus as we grow

Profile:

Tradition Wealth Management provides personal financial services through a team of veteran financial service experts. The operational standard at Tradition Wealth Management is to improve the client’s lives by creating and maintaining personalized financial strategies. We accomplish this by 1) Identifying Goals, 2) Implementing personally tailored financial plans, and 3) Monitoring progress.

Services provided:
Financial Planning
Business Planning
Retirement Planning
Investment Management
Risk Management
Estate Planning
Retirement Income Strategies
Charitable Planning
Stock Option Analysis
Education Funding

Asset Under Management: $120 million

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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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