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The Purmort Group

Overview:

Your goals are the driving force behind our guidance and unlike many commission-driven brokers, we are independent advisors and put your best, long term interests first.

We give you a comprehensive and realistic view of your financial life, offering financial, retirement, tax and estate planning with insurance needs analysis. That means you see your complete financial picture all in one place.

Our goals are to alleviate some of the stress in your life as you meet your greatest challenges, and prepare you for major transitions. We help guide you through them with on-going communication and support. We want you to know that you've made good decisions and finally have your planning done.

Today, the Purmort Group, Inc., affiliated advisors, and Cooper McManus manage over $327,632,162 in advisory accounts (Jan 2014). Growth is primarily attributed to referrals from existing clients. Although the firm works with a wide variety of clients, we specialize in working with managers, professionals, senior executives of public and private companies, business owners, commercial pilots and action sports athletes. Clients are often in their early 50’s to 80’s, are happily married with children and/or grandchildren they love, and have family assets of $3 to $10 million with annual incomes of $100,000 to $1 million per year.

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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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