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Victus Capital Wealth

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Victus Capital Wealth

Overview:

Comprehensive, Straightforward Fee-Only Financial Planning in Los Angeles, CA
Defining your goals and creating a plan to achieve them.
Retirement Goals

When it comes to planning for retirement, it’s hard to meet goals you haven’t set. We help busy and successful people simplify and organize their financial lives. We’ll help you set those goals and put you on a path to realize them.
Education
Education Planning

Planning for your children’s education may be one of your most important goals as a parent. We’ll provide you with peace of mind by looking out for the futures of your loved ones.
Tax & Estate Planning
Tax and Estate Planning

Nobody likes paying taxes. We invest in a low-cost, tax-efficient manner, harvesting tax-losses when appropriate. In addition, we’ll coordinate with your CPA and Trust Attorney to ensure you take advantage of all relevant deductions and strategies. If you do not have those existing relationships, we can bring in those professionals.
Asset Protection
Asset Protection

We don’t sell insurance - so when we make suggestions, you’ll know that it’s not influenced by commissions. We can analyze and evaluate your life, disability and long-term care insurance needs and help you determine if you have enough, too much or the right type.

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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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