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Wealth Management Services, LLC

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Wealth Management Services, LLC

Overview:

Wealth Management gives you the ability to organize all your advisors and assets and consolidate them in the same place at the same time. Imagine a single platform through which all your financial matters may be managed. Your assets. Your private documents. Your financial and estate plan. Your retirement and cash flow models.

Wealth Management helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family.

We organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future.

Organize, consolidate and integrate your finances:

   Financial goals / plans
   Balance sheet / Net Worth statements
   Asset allocation strategy
   Account aggregation
   Cash flow / Retirement Models
   Tax and Wills, Trusts, tax returns
   Insurance coverages and summary
   Estate plan

Your updated financial status is automatically integrated into your comprehensive financial and estate plan, continuously providing you with a meaningful, up-to-date analysis.

BENEFITS TO WEALTH MANAGEMENT SERVICES CLIENTS

   Immediate access to all financial related matters in a single location
   Current information
   Your accounts and assets are always current
   Your balance sheets are updated daily
   Analysis

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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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