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Comprehensive Investment Solutions, LLC

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Comprehensive Investment Solutions, LLC

Overview:

Solutions-Based Strategies
Ongoing lifetime planning

We continually work with you so your plan stays in sync with your goals.
Investment planning

We take a comprehensive approach to investment management to address your important financial impact points.
Insurance planning and risk management

We work with your attorney and insurance professionals to build balanced strategies.
Legacy planning

We work with you to build an estate plan to meet the needs of you and your family.
Philanthropy

We help you plan to support causes that are important to you.
Fiduciary services

CIS follows a Fiduciary Standard of Care that assures our advice is always in your best interest.

We provide a variety of trust solutions for clients whose family or business requires the services of professional trustees.

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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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