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Family Asset Management, LLC

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Family Asset Management, LLC

Overview:

Your Personal Wealth Management Strategy

We start with your current financial situation and develop a comprehensive Wealth Management Plan to get you on track to reach your goals. The cornerstone of our practice is our distinctive, caring approach to managing your wealth. Working together, we develop a personalized financial strategy – based upon your lifestyle and financial needs. With our shared vision of your financial objectives we can respond to any changes to your circumstances or in the markets and help you stay on track.

Our Services
Independent Financial Advice

Personalized financial advice based on your life goals and circumstances
Asset Management

Portfolio management services to meet specific financial objectives and asset allocation needs
Alternative Investment Strategies

Alternative investment strategies including hedge fund investments
Retirement Plan Services

Pre- and post-retirement planning, including IRAs, SEP-IRAs, 401(k)s, qualified and deferred compensation plans
Educational Funding

Planning for your family’s secondary and/or college educational expenses
Philanthropic Giving

Tax-advantaged strategies providing support to your charitable organizations
Credit Arrangements

Relationships with national banks that allow you to receive loans at highly competitive rates

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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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