Additional information

Mission statement:

Our mission is to create and maintain wealth for our clients through long-term effective asset management. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.

Overview:

At Charles Edward O'Connor, CFP, EA we take pride in our independence. We do not sell or promote any investment or insurance products. We truly are looking out for your best interests.

Charles Edward O'Connor, CFP, EA works with clients in all aspects of their financial lives. We tailor our advice and services to each client’s specific needs, goals and time horizons. As fee-only financial advisors, we are not influenced by outside parties when it comes to our recommendations. Your best interests are our best interests. This enables us to have closer, long-term relationships with our clients.

Our philosophy is to provide our clients with both personal and professional services. We specialize in establishing and implementing financial plans, investment advice, and managing assets for individuals and corporations. We offer traditional brokerage services as well as wealth management services. Retirement plans, tax reduction strategies, college education funding plans, asset allocation design, and estate planning number among our services.

Sophisticated Wealth Advice
We follow a disciplined planning process that includes tax, estate and investment advice.

These include but are not limited to the following:

Asset Allocation and Investment Planning
Estate and Income Tax Planning
Financial Planning
Retirement Planning
Philanthropy Goals and Planning
Risk Management and Insurance
College Savings and 529 Plans
Annuities
Disability Insurance
Long Term Care Insurance
Mutual Funds
Trust Services

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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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