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Financial Management Strategies, Inc. (FMS)

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Financial Management Strategies, Inc. (FMS)

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Financial Management Strategies, Inc. (FMS) is an investment advisory firm registered with the Securities and Exchange Commission (SEC). Through a firm-wide development of professional, proactive and on-going advisory relationships with our clients, our Advisers provide individual portfolio management, comprehensive financial planning, and fiduciary investment advisory services to retirement plans. FMS and its Advisers take pride in providing these advisory services to our individual and corporate clients. We value the trust placed in us by our clients in helping each achieve their financial goals and planning objectives. Our mission is to provide these services professionally and with integrity, fairness, objectivity, and in the best interests of each client. As an advisory firm, FMS provides all services on a fee only basis. The scope of services to be performed are included in the investment management or planning agreement provided to each client.

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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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