Additional information

Overview:

We are a 2nd generation CPA firm, which also provides wealth advisory and family office services to individuals, families and businesses.

We have a 30+ year track record of providing services to Business Owners, Individuals, and HNW/UHNW families in the NY-metro and Miami areas.

We discreetly serve individuals, families and businesses with a suite of comprehensive tax, accounting, and family office services, and well structured advice and support.

We are uniquely differentiated from our peers by our ability to effectively provide an "a la carte subset" or a "comprehensive set" of MFO & CPA-firm services tailored to each client's unique needs.

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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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