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BGS Capital Management LLC

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BGS Capital Management LLC

Overview:

BGS Capital Management LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry. We strive to create stability and security for our clients through financial independence.

Establishing a plan that’s right for you is our top priority. Our clients receive a personalized level of service that gives them the specific advice needed in order to achieve their goals for themselves and family. We are successful at what we do because we consistently meet and exceed our client’s expectations for their ideal future. We understand the importance of our relationship to our clients and dedicate ourselves to its’ success. No matter where you are in life, or what changes may be at hand in the future, at BGS Capital Management, you'll be well-prepared for them all.

As an integrated tax and financial services firm, we help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals. We focus on the three strong Cornerstones and tailor our guidance to you and your family's unique financial needs.

Accumulation & Wealth Management: focusing on growth and preservation of your investments, with a secondary focus on transferring your wealth efficiently and effectively.

Guaranteed* Retirement Income: ensuring that you have enough money during your retirement years with sustainable income streams in place, even when markets go down.

Lifestyle Preservation: protecting your financial assets and your family's well being through the use of estate planning and insurance. Our approach begins with listening to your goals, your dreams and your challenges. We take the time to truly understand your perspective and give you the comfort of knowing you're working with people you can trust. Most importantly, we are satisfied only when you are.

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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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