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Global Capital Wealth Managment

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Global Capital Wealth Managment

Mission statement:

At Global Capital Wealth Management we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with high-quality information, services and products designed to help you reach your goals. We are an independent branch office of Centaurus Financial, Inc. which allows us to enhance the service we provide you because we have access to a wide array of investment products.

Overview:

We have compiled a wealth of information in the form of newsletter articles, calculators, and research reports to assist you with your financial planning.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our financial representatives are available to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled Global Capital Wealth Management professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance. Experience what it's like to be a Global Capital Wealth Management client. Contact us today!

Our Services

investment opportunities JP TurnerThrough leading-edge technology and access to unbiased research, your Global Capital Wealth Management representative will identify investment opportunities and outline an investment strategy designed to help you meet your financial goals. As an independent branch office of Summit Brokerage Services, Inc, we have access to a wide array of investment products and services including mutual funds, managed accounts, stocks, real estate, insurance, energy products and fixed income products.

Our office specializes in providing the following financial services:

   Tax-aware investment strategies
   Investment management
   Retirement planning strategies
   Estate conservation
   Wealth Management
   College Savings Planning

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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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