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CPA Financial Group, LLC

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CPA Financial Group, LLC

Overview:

CPA Financial Group, LLC is an affiliate of St. Clair CPA Solutions offering special expertise in employee benefits, insurance, investments, and retirement plans. Our goal is to provide clients with sophisticated financial strategies based on the most current information in the marketplace, supported by state-of-the-art technology.

Our service difference is defined by the way we manage entire client relationships. As a full service accounting and financial consulting firm, our investment group professionals work closely with our accounting teams, communicating and cooperating to customize investment strategies that address every aspect of our clients’ present and future objectives. This comprehensive understanding of each client’s situation enables us to design portfolios that specifically match individual needs.

By building strategic relationships with professionals in disciplines that support our clients’ full financial lifecycle, CPA Financial Group, LLC delivers unparalleled investment services. We proudly handle in excess of $100 million in total client assets.

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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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