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Allegis Wealth Advisors

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Allegis Wealth Advisors

Overview:

Allegis Wealth Advisors is dedicated to proactively helping clients reach their financial goals. Our unique team based approach places our clients at the center of everything we do. As a client of the firm you are benefited by total resources of the group. While an individual advisor will take a lead role in the relationship, a team of specialists work in the background for your benefit. No one wants a “jack of all trades master of none”, but most appreciate the convenience of having all their personal and business financial management needs met with a single point of contact. Our approach gives you the expertise you demand and convenience you desire.

We are passionate about serving our clients and welcome the opportunity to explore a relationship with you.

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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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