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First Capital Equities

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First Capital Equities

Overview:

FCE Group is a leading Long Island, New York based independent, trusted, highly skilled, fee-based, client-focused wealth management, investment advisory and financial planning firm. Our reputation for integrity, informed creativity and disciplined execution has been built over thirty years.

Our firm has a selective client roster of wealthy individuals, many of whom are business owners and professionals. In addition, we serve trusts, not-for-profit institutions and foundations.

At FCE Group, our clients come first. We are proud of our history of maintaining client relationships over the long term and our ability to get to know our clients in depth. We were voted one of Long Island’s premier wealth managers in 2012.

History:

In 1981 our founder, David H Schwartz CFP®, saw the need to establish a wealth management firm grounded in the principles of independence, integrity and unparalleled client service.
Our goal was, and remains to treat every client’s financial affairs as if they were our own.

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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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