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Wealth Advisory Group, Inc.

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Wealth Advisory Group, Inc.

Mission statement:

Our primary mission is to build collaborative and enduring partnerships by creating a customized strategic plan, executing the strategy flawlessly, and assisting our clients to stay the course so they may judiciously preserve and grow their wealth.

Overview:

Wealth Advisory Group is as an independent Registered Investment Advisory (RIA) firm to provide investment advisory counsel to three distinct market segments: managing corporate retirement plans, planning for the business owner, and financial planning for individual investors.

At Wealth Advisory Group, our leadership team has a breadth of experience across multiple disciplines to offer you a truly integrated solution to your wealth management needs. Our backgrounds include experience in investments, insurance, estate planning, education strategies/college funding, and corporate benefits. Whether working with an executive team at a small public company or a successful business owner trying to attract and retain employees, we have worked with such a variety of companies, people, and economic situations, and we bring those experiences to every client we serve. We have enjoyed the boom times and weathered the near recessions, but most importantly, we have built relationships with our clients based on knowledge and trust to withstand them all.

History: Founded in 1993.

Toll Free: +1 800 332 5465

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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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