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Gateway Wealth Strategies

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Gateway Wealth Strategies

Profile:

We are a team of professional advisors dedicated to managing the financial affairs of successful individuals, families, and businesses throughout the Carolinas. We provide solutions and tackle challenges. We listen, and we educate. Most important, we help people like you address some of life’s most important questions.

What will it take to reach your family’s goals? How much will you need to maintain your standard of living? What happens if you become ill or incapacitated? Have you saved enough for your children or grandchildren’s educations? Is the retirement plan you’ve chosen right for your employees? What about your own retirement? How can you maximize Social Security? Is your estate plan where it needs to be? Have you thought of everything?

Our team is here to provide straightforward answers to complex questions. Whatever your goals, however simple or sophisticated, we are here to listen to your concerns, to plan fully for your future, and to put you and your family first – always.

Overview:

We believe rewards of wealth are twofold: a comfortable present and an even brighter future. So, we’re careful to never lose sight of everything you should be enjoying today.

The life you’re living now should be just as full as the one you’re pursuing. So, we focus our skill and energy on helping you strike a balance between the practice of planning wisely and the art of living well.

For more than 40 years, we’ve offered investment planning and wealth management services designed to help people enjoy their success even as they endeavor to achieve more. After all the hard work you’ve put into getting this far, you deserve to enjoy the journey into your future.
We are a team of professional advisors dedicated to managing the financial affairs of successful individuals, families, and businesses throughout the Carolinas. We provide solutions and tackle challenges. We listen, and we educate. Most important, we help people like you address some of life’s most important questions.

What will it take to reach your family’s goals? How much will you need to maintain your standard of living? What happens if you become ill or incapacitated? Have you saved enough for your children or grandchildren’s educations? Is the retirement plan you’ve chosen right for your employees? What about your own retirement? How can you maximize Social Security? Is your estate plan where it needs to be? Have you thought of everything?

Our team is here to provide straightforward answers to complex questions. Whatever your goals, however simple or sophisticated, we are here to listen to your concerns, to plan fully for your future, and to put you and your family first – always.

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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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