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TAP Advisors LLC
 
 
Overview: 

Our Principles:

Relationships with our clients are the core of our business. This means Commitment to our clients’ interests, even when it leads to advice not to pursue a transaction.

Trust and Integrity are the foundation of our client relationships. Our clients define our business and our accomplishments. We are never “on the other side of the table” from our clients, we don’t act as principals, and we are careful to avoid conflicts.

Our Independence from other lines of business gives us the freedom to provide truly impartial, objective advice.

Our Focus is on Strategic Advice for our clients - transactions follow strategy, not the reverse.

Knowledge, Expertise, and importantly, Judgment provide the framework for our service. Our clear goal is to bring added value to each of our assignments.

Discretion is embedded in our culture. We hold our work and our clients’ affairs to the strictest standards of confidentiality.

Respect for our clients, our people and others with whom we do business guides our behavior at all times.



TAP Securities LLC is a subsidiary of TAP Advisors LLC. TAP Advisors is a trade name for TAP Advisors LLC and its subsidiaries. TAP Securities LLC is a registered broker-dealer with the US Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA) and SIPC.


 
 
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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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