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Sovereign Legacy™

Mission statement:

Cultivate synergistic relationships with first-rate outside resources and incorporate a team approach, when necessary, to the planning process.

Remain at the forefront of innovation, develop relevant initiatives and distribute intellectual capital affecting the affluent and our institutional clientele while solving their most complex financial issues.

Adhere to our pre-determined tactical investment philosophy and set of principals while managing client assets.

Dispense top-line investment and financial product solutions free from bias and/or special interests.

Perform client service so well, our clients can't help but tell others about us.

Strive always to do things right, the first time.

Incorporate change only when it is for the better.

Continue to "attract" rather than "pursue" new clients.

Overview:

Sovereign Legacy™ is an independent wealth advisory firm committed to providing exceptional value and service. Our clients understand it takes powerful resources in order to provide consistent frequency and timely delivery of the facts you need.

Whether our focus is centered on Private Wealth Management, Estate or Investment Planning or retained in an Institutional Investment, Executive Benefit or Fiduciary Advisory capacity - the dedicated attention we pay to detail is unsurpassed within our industry.

Sovereign Legacy™ is a diversified and comprehensive financial services organization serving the private and institutional markets. Our offerings consist of a broad array of products and services aimed at enabling our clients to reach their full financial potential. A firm where watchwords like compliance, ethics and integrity serve as the only boundaries of our imagination. Twenty one years into a history marked by superlatives - since 1990, our clients have discovered our unique ability of turning progressive ideas into well-founded concepts and strategies - solving the toughest of financial problems.

The future is independence through synergy, research, development and streamlined distribution of intellectual capital. Simply put, Sovereign Legacy is people blending modernized tradition with a selective regard for the mainstream and just the right amount of skill and talent - our finest portfolio yet.

"Our firms' leadership is poised to grow Sovereign Legacy responsibly and excel by capitalizing on market trends of today and tomorrow."

Institutional Clientele

Whether serving as a Plan Fiduciary Advisor or Investment Manager for a Corporation, Endowment, Charity, Pension or Retirement Plan - the need for an alternative to mainstream failures has never been more evident than today. Our pacesetter mentality is fostered by original thought as we seek to avoid the boilerplate deficiencies brought on by the illusion of simulated model performance and mismatched investment selections.

Platitudes and general beliefs cannot hide the undeniable result that more and more institutions are struggling to cope with devastating losses in asset value, let alone the destructive shrinkage of cash flow inherent in such results. Boards of Directors, Donors and Trustees are demanding accountability while lawmakers probe for both bias and underlying conflicts of interest which often violate reasonable fiduciary standards.

Perhaps our greatest virtue in this market is utilizing our long-standing history of designing fit-for-purpose investment models for our private clientele. The personal accountability standard leaves little space for margin of error, all the while keeping us in touch with the emotional and lifestyle demands so often bereft within the institutional arena. Realizing the consequence of unfulfilled needs for the individual can show no comparative difference to shortfalls and abandoned initiatives within the institution. Guiding your organization to a basis of good judgment and sound practicality is a logical choice to bolstering prudent investment policy mandates - we foster capable leadership.

Private Clientele

A critical component to our popular Wealth Management Process centers on expectation. Whether utilizing our firm for Investment, Estate or Income Planning - developing clear-cut capital intent and having the confidence to adjust and follow through is the cornerstone of our active philosophy. Understanding when investment risk is reasonable or necessary and using a fee-based compensatory structure helps to eliminate any potential for conflicts of interest. We focus on performance deliverability and detach ourselves from custody and reporting. In essence and for the sake of integrity - we do our work and let a third party share the outcome.

Imagine the Business, the Organization and the Life that you want - Sovereign Legacy™ can provide the financial resources to help you achieve it.

Sovereign Legacy™ - A heritage of independence is in our name.

Sovereign Legacy™ is the marketing name for all affiliates of and including Sovereign Wealth Management Group, Inc., Legacy Wealth Management Group, Inc. and Sovereign Legacy, Inc., an SEC Registered Investment Advisor.

Toll Free: +1 888 339 4015

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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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