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Cooper Meyer Wealth Management Group

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Cooper Meyer Wealth Management Group

Mission statement:

Our mission is to provide sound investment advice and the highest level of personal service to help our clients achieve their investment and personal goals.

Overview:

he Cooper Meyer Wealth Management Group of Wells Fargo Advisors was established to provide comprehensive wealth management services for successful individuals and their families. In addition, the group provides investment consulting services and asset-management strategies. We help you access and combine premier money managers to pursue returns that meet or exceed your stated financial objectives.

We believe successfully managing client wealth requires a focused, systematic Financial Advisor. We view our group as a team of problem-solvers, who are responsible for developing investment strategies geared toward the unique needs of wealthy investors. The key to our approach is knowing who you are and what is important to you. By taking the time to understand your values and priorities, we become better equipped to help you realize your vision of the life you want to lead and the legacy you wish to leave behind.

We hope you take advantage of the wealth of information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more. The resulting portfolio will be as individual as you are.

In a time when investment transactions have become commoditized and the amount of financial information is overwhelming, we believe it is more important than ever to seek sound financial advice. Our group can offer the guidance you need to make intelligent investment choices. No matter what the market is doing, the Cooper Meyer Wealth Management Group of Wells Fargo Advisors can help you invest wisely at a risk level that's comfortable for you.

Our clients are our friends and neighbors – people we see at the theater, the baseball stadium or on the golf course. Since starting our group, these relationships have formed the core of our financial practice. We work hard to serve our clients' personal and financial needs – whether they need financial advice, help gaining access to lending services (offered through Wells Fargo affiliates), referrals to other professional advisors, etc. We are here to help. We want to help our clients succeed financially.

Our approach is personalized because your needs are unique.

Toll Free: +1 866 960 8183

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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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