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Pacifica Wealth Advisors, Inc

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Pacifica Wealth Advisors, Inc

Mission statement:

We get up each morning with the unwavering mission to help our clients:

Make more money by creating low-cost, dynamic investment portfolios.
Reduce the taxes they pay.
Implement comprehensive and creative strategies tailored to their unique needs.

Overview:

There are many firms that provide financial and investment advice. So many, in fact, it can be hard to distinguish one company from the next. We’ve created this company from the ground up to deliver what we consider is world class wealth management and tax strategy advice. In doing so, we’ve built a company that looks and acts a bit different from the others.

Our goal was to provide comprehensive financial, investment, and tax advice in a way that was honest and ethical – a firm that I would want to hire myself.

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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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