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Wharton Business Group

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Wharton Business Group

Overview:

The Wharton Business Group (WBG) is an independent firm providing comprehensive consulting services to individuals and owners of closely held businesses. These people typically place a high value in delegating their financial decisions to a competent, trustworthy professional.They typically have significant investable assets, but would rather spend their time caring for, or attending to more important things in their lives.

At WBG, we assist our clients in areas relating to Retirement, Estate and Cash Flow Planning, as well as the determination of Investment Objectives and formation of an Asset Allocation.

We provide our clients the guidance needed to create, grow, protect and distribute their assets with an emphasis on tax efficiency. In addition, we keep our clients updated on the changes in tax laws and proliferation of financial 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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