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Wealth Management Group, LLC

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Wealth Management Group, LLC

Overview:

We believe that wealth goes far beyond financial net worth. True wealth is rooted in the abundance of family and friends, the pursual of dreams and aspirations, and the creation of a life and legacy that is personally meaningful and significant.

Wealth Management Group provides comprehensive wealth management services that simplify clients’ lives so that they can focus on the things that matter most. Acting as a private CFO and trusted advisor, we build relationships with our clients and get to know them on a personal level. We offer thoughtful, experienced counsel and work to develop wealth management strategies tailored to the specific needs and goals of our clients.

Unlike some money managers, Wealth Management Group does not take a “cookie-cutter” approach to wealth management. As independent LPL Financial advisors, we are not constrained by institutional or other proprietary offerings. You deserve advice built around your world, not the other way around.

The result is a practice grounded in objective, innovative and client-centric wealth management services and solutions.

Above all else, Wealth Management Group is committed to concierge-like client service. By choosing to work with a select group of individuals, families and institutions, we ensure that each and every client receives the personalized attention he or she deserves. We create lasting relationships, one at a time.

Our approach recognizes that we’re all on a special journey-and that each of us requires a road map to help us get where we want to be. Our process seeks to help clients eliminate debt, better understand the financial decisions that support their situation, and improve family communication regarding money issues.

We believe that adopting a systematic approach that focuses first on your life goals and aspirations may improve the chances of achieving the future that you envision.

Together we can make a difference and create a strong and hopeful legacy for generations to come.

Toll Free: +1 866 759 6669

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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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