Additional information

Mission statement:

To serve our clients and their families by helping them realize, enjoy and live their dreams by making sure that their financial house is in order.
We help people make smart choices about their money as they pursue their goals and fulfill their values. We put their financial house in order and work to keep it that way. Our goal is for our clients to feel they are being prudent stewards of the wealth they have created in their lifetime.
Wealth Management Process - Put your financial house in order today and lay a foundation for the future

All Weather Portfolios - Manage risk while taking advantage of opportunities

Personal CFO Services - Stay on top of your finances

Personal Financial Homepage - Aggregate all your accounts and investments via a personal web page
We work diligently to meet the needs of our clients and strive to improve our depth of knowledge and quality of service. There is nothing more important to us than to earn our clients trust, confidence and respect. Click here to view video to see what can be included in a personal financial homepage.

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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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