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Commonwealth Financial Group
       
 
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Commonwealth Financial Group
 
 
Mission statement: 

As your financial advisor, we will work with you to construct a portfolio that is right for you by identifying the four key elements of your financial independence: your investment objectives, your time horizon, your investable assets, and your risk tolerance.  Once we have your portfolio constructed, we will work to keep you on course with your goals by advising you of factors such as market changes and economic developments that may affect your investment decisions.
Overview: 

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

   * Tax management
   * Investment management
   * Retirement strategies
   * Estate conservation
   * Insurance and annuity products


 
 
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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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