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Silveroak Wealth Management, LLC
       
 
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Silveroak Wealth Management, LLC
 
 
Mission statement: 

Our Mission is to be your life’s financial partner, your trusted advocate and guide, helping you to achieve a greater peace of mind.
Overview: 

Serving both individual and business clients, many of them clients of MTK, SilverOak integrates the strategies you are already following to enjoy financial independence with a strong risk-based assessment of your lifestyle, tax situation, business-related assets, charitable goals and what's missing in order to protect and grow wealth. We provide answers to questions you haven't even thought about yet.

Our services include but are not limited to:

   * Financial Education - Fee-only financial planning and investment advisory services, employee seminars and quarterly review of individual and business asset allocation.

   * Qualified Plan Consulting - Implementation and selection of money managers and monitoring, strategies to attract and retain employees and manage taxes.

   * Executive Financial Planning - Analysis of compensation structures and company stock options, recommendations on alternative investments for diversification outside the company.


 
 
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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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