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Compass Financial Group, LLC

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Compass Financial Group, LLC

Overview:

At Compass Financial Group we are committed to helping you throughout your entire financial life.

Your circumstances certainly change over time, so it's only logical that your financial strategies should adapt as well. We take the time to get to know you and specifically identify what it is that you and your family value most. With this knowledge, we then work with you to develop a custom approach and position your financial model so that you are situated with the best possible opportunity to achieve your dreams.

Money in and of itself means nothing. Its benefit is only realized when it adds fulfillment to your life!
Our Promise to You

We'll identify how each piece of your financial life fits together—from investments, debt and insurance...to wills, trusts and cash flow—so that you can see the big picture. It's important to us to manage your wealth in a way that is as unique as you are, constantly working to ensure that every single component of your finances is aimed at navigating your financial life in the direction you want it to go. More importantly, we acknowledge that you are integral to this process so that, as we assemble and build your specialized team of financial, legal, accounting, insurance and real estate advisors, we're also educating you in the philosophies behind sound financial strategies every step of the way. True confidence and security comes from knowing that Compass Financial Group is always looking out for your best interest.

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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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