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The Wealth Conservatory
 
 
Overview: 

Emphasizing old-fashioned values and bringing you professional financial advice with a personal touch since 1983

Remember when your grocery receipt was hand-tabulated in pencil on the outside of a brown paper bag, Saturday morning's visit to the barber shop or beauty salon was a social event, you spoke to a live "operator" when you picked up the phone, and you stopped by the corner drugstore for a root beer float?

Jay Hutchins remembers. Jay retired from the retail brokerage business to establish Comprehensive Planning back in 1995, so that he could bring the comfort, confidence and trust of that by-gone era to the important individuals he serves today.

Behind the scenes, Jay utilizes sophisticated financial strategies:

   * Two decades of experience in investment, insurance and trust services
   * Cutting-edge technology, extensive and tireless research, and a cut-throat insistence upon securing high-quality financial vehicles and services at rock-bottom prices

But, when you walk through the door of his warm and inviting office, you will be greeted with a hot cup of tea or coffee, a plate of fresh cookies, unlimited and undivided attention, and a sincere interest in you that simply cannot be feigned.

You see, Jay's sole purpose for CP, is to advocate for you. The firm has no conflicting or restrictive affiliations with any institutions or vendors. They sell no products, earn no commissions, and they serve you in a fiduciary capacity -- just like your accountant, attorney, and physician.

The idea of working for the consumer (instead of for the seller) was very bold and innovative back in 1995, and this style of practice remains a rare breed in the financial community to this day. Just ask other investment professionals whether they are licensed or affiliated with any brokerage, insurance or banking firm. You will quickly find how few can work directly for you without third-party influence.


 
 
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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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