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Strategic Wealth Management Group

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Strategic Wealth Management Group

Mission statement:

Our Mission

“We pledge to deliver tailored investment advisory services enabling our clients to achieve their specific financial goals and objectives. We value our integrity above all else and endeavor to provide superior customer service distinguishing our firm from all others.

At Strategic Wealth Management Group, we believe our clients are our most valuable asset.”

Overview:

Strategic Wealth Management Group, through its business partnership with Mid Atlantic Capital Corporation (MACC), a registered broker dealer and Mid Atlantic Financial Management, Inc. (MAFM), a registered investment adviser, provides comprehensive financial services and wealth management strategies. We specialize in the design, implementation and monitoring of performance driven financial and investment management programs for individuals and closely-held businesses.
The professionals at Strategic Wealth Management Group can guide your financial future. If both performance-driven investing and tax and estate planning are vital to your future, Strategic Wealth Management Group, through its business partnership with MACC, a registered broker dealer and MAFM, a registered investment adviser, demonstrates a passion for exceeding the expectations of our clients.

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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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