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Magis Group, Inc.
       
 
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Magis Group, Inc.
 
 
Overview: 

The Magis Group, Inc. is a Registered Investment Advisor and affiliated with Charles Schwab Institutional. We offer clients three types of advice:
Behavioral Advice: A Life Planning and Coaching Service designed to answer life’s five imperatives: Who am I? Why am I here? Where Do I Want to Go? How Do I Get There? How Will I Be Remembered?
Financial Advice: A Financial Planning Service designed to create a strategy to fund life goals and meet various financial needs.
Investment Advice: A Planning Implementation Service using financial products and services, such as Mutual Funds and Insurance, necessary to achieve life and financial planning objectives: Fixed Investments Stocks Bonds Commodities Real Estate Insurance


 
 
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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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