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Investment Planning Services
 
 
Overview: 

We are a small, full service firm which strives to keep clients well informed with the latest news in the financial sector. We believe that this allows us to be more sensitive to the needs of our clients, rendering services with a personal touch. Being a small firm allows us to provide our clients with the best of both worlds.

We have the personal nature of a small firm with the capabilities of a large firm.

We aspire to serve our clients by developing comprehensive solutions for their wealth, financial, retirement, and insurance planning needs.

We are committed to providing superior service and products with the professionalism that our clients’ have come to expect.

Our clients receive innovative solutions to their personal and business needs.

Professional growth through continuous education and study assures every effort will be made to utilize tax laws, regulations and advanced techniques to our clients’ greatest advantage.
History: 

Investment Planning Services was founded in 1991 by Barbara Tourscher.
Toll Free:  +1 866 265 0078


 
 
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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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