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Mott & Associates Inc.

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Mott & Associates Inc.

Mission statement:

The firm's mission is "creating financial strategies for living a life of value." This mission is accomplished through the completion of a Financial Road Map™, a tool that gives the client a clear visual summary of what is important to them, where they are and where they are headed. A written financial plan tailored to their goals, values and unique situation is created with specific recommendations in six major areas of finance. Then Mott & Associates Inc acts as a Trusted Advisor to assist the client in implementing their financial plan by providing ongoing cash and investment management of all client financial assets, tax planning and preparation, basic estate planning and insurance/risk analysis.

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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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