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Molewski Financial Partners

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Molewski Financial Partners

Mission statement:

To provide some of the nation’s most successful businesses and private clients with customized solutions for building and protecting both shareholder value and personal wealth.

Overview:

The firm has earned a national reputation for its thought leadership in highly specialized financial disciplines. To craft these innovative yet proven strategies, we bring together an experienced, multi-disciplinary team of specialists who work closely together to provide:
- sophisticated business and estate preservation services for ultra high net worth families;
- independent wealth management and investment consulting for private clients and institutional investors;
- best practices solutions for creating and managing innovative corporate reward and retention services;
- fiduciary oversight of employee retirement plans for industry-leading companies.

Member: M Financial Group

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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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