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Comprehensive Financial Advisers
 
 
Overview: 

We Care: We believe in forming lifelong, mutually beneficial relationships and taking a personal interest in our client's success. Even the little things mean a lot us, such as prompt responses, clear communications, follow-up and follow-through on tasks.
We Listen:  You will experience the difference from our very first meeting, which we refer to as the Discovery Meeting. The purpose of this meeting is for us to listen and understand what is important to you. Then throughout our relationship, we want to hear from you about how we can improve your experience with our firm.
We Explain:   We are accessible and believe in taking the time to educate you about the issues that are important to you. We explain with clarity and detail, so that you can understand the issues, as well as the advantages and disadvantages of various strategies.
We Anticipate:   Our decades of experience and deep understanding of your current situation enable us to anticipate your future needs. This knowledge allows us to develop strategies to proactively, instead of reactively, deal with future life events that you may experience.
We Respect:   An important aspect to building a strong relationship is respect. We hold all of our client relationships in the highest regard. It is our duty to provide sound advice and ensure your confidentiality at all times.


 
 
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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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