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Additional information
 
Keystone Wealth
 
 
Mission statement: 

We place our clients' interests first
Overview: 

Keystone Wealth began as a concept in the heart and mind of Steven Barclay, a Financial Adviser who wanted to be free of product pressures, constraints and conflicts so he could focus on giving his clients the help they need to achieve their goals.

In 2010, Steven turned his concept into a reality and Keystone Wealth was born.

Steven has extensive financial planning experience and has been awarded numerous awards as a senior financial adviser for a major bank and local accounting firm.

Keystone Wealth is proud of our commitment to improve the lifestyles of our clients by offering holistic and comprehensive advice, assisting our clients in each phase of their lives.


 
 
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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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