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National Wealth Management, LLC (NWM)

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National Wealth Management, LLC (NWM)

Mission statement:

Our mission is to help clients define and attain their financial goals with confidence. We provide Independent advice, focused on service, with a disciplined strategy customized to help accomplish your goals. As independent advisors, we are fiduciaries bound by law to put our clients’ best interests before our own but also do so for the legacies entrusted to our care and the lifelong effort spent building them.

Overview:

National Wealth Management, LLC (NWM) is an SEC Independent Registered Investment Advisory firm, which provides high net worth individuals and families with comprehensive financial planning and wealth management services.

Financial Planning is at the core of our business. Our team regularly review our clients strategies for life and market changes. Our goal is to be your hands on partner, providing holistic planning advice working collectively to provide solutions to help you achieve your life goals. Life is full of choices – how we spend our time, how we manage our resources, and what goals we choose to pursue. The decisions we make reflect our values and priorities which guide and effect other areas of our life. Experience has taught us that today’s decisions have lifetime implications. We believe that the longer term decisions are the better decisions for your future. Our objective is to ensure that your decisions accurately reflect your values and help you achieve your financial goals.

Combining vision and action, a financial plan includes everything from short term cash flow planning, long term retirement planning, minimizing taxes on your estate and how decisions effect tax consequences on funding your child’s education, to making sure you have the proper survivorship protection. Our comprehensive process includes planning software to help thoroughly understand the various components of your financial picture and life. By understanding how all of the components integrate with each other, we can work toward making sound decisions to create a road map to your financial destination.

Toll Free: +1 866 660 9886

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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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