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Wealth Enhancement Group
 
 
Overview: 

Wealth Management Built on What Matters Most

Since the mid-1990s, we at Wealth Enhancement Group have based our organization on one principle: Do what’s right for the client. By putting you first, we help ensure that our advice is always in your best interests, and that your financial future is based on your values and goals.

Like all good ideas, ours has branched, adapted and grown as new people work on it. But more than 15 years later, the basics remain.



   We believe a team-of-specialists approach delivers better results than a single financial advisor can offer.
       Our Roundtable™ team specialists and advisors works together to help ensure your financial plan is covered from every angle.



   We believe independence from Wall Street and a client-centered approach to financial services are good for clients.
       Our independence allows us to negotiate preferential pricing with our partners—and the savings on these services go right back to you. We charge for our value-added advisory fee, and seek to keep other costs to an absolute minimum. (For more on fees, visit our FAQs page.)



   We believe the long-term partnership we create with clients gives them confidence about their financial future.
       We believe the most successful plans begin with identifying your values, your goals, and your objectives.


 
 
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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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