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Wealth Management Advisors, LLC

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Wealth Management Advisors, LLC

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When you look for a financial advisor, you're looking for a special mix of skills, knowledge and personal integrity to form a successful relationship. Wealth Management Advisors, LLC, can help you to realize and attain your financial planning goals.

   * Summary of Financial Goals - Your financial goals are unique to your situation, and when you say them and write them down, they are more likely to become reality. Once we have assessed your financial goals, we can develop your investor profile.
   * Personal Net Worth Analysis - Your personal balance sheet is a good place to start when analyzing how to meet your financial goals. This allows us to compare your current allocation to the optimal allocation for your investor profile.
   * Income Tax and Cash Flow Analysis - An important part of reaching your financial goals is minimizing your tax liability.
   * Education Planning - A college education is a lot to pay for at once. That's why we review your current education savings plan and calculate an amount to allocate towards education to meet these goals one step at a time.
   * Financial Independence and Retirement - Through proper asset allocation, portfolio structure, manager selection and continuous portfolio management your retirement goals can be achieved. We can provide you with a customized investment strategy and the flexibility to modify when needs or market conditions warrant.
   * Risk Management - Risk plays an important role in financial management. We can show you how to prepare for the unexpected and virtually eliminate financial risk that can leave you or your loved ones devastated.
   * Estate Planning - Everything you work so hard for should be passed on to your heirs. It is critical to be prepared for this process and understand concepts like estate-tax liabilities, so you can plan ahead for this transition period.
   * Implementation - Even the best wealth management plan is worthless unless you take action. Once you take action, we can also help you monitor your plan to ensure that you stay on track to achieve your goals

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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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