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Viren, O’Connell & Associates, Inc.

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Viren, O’Connell & Associates, Inc.

Mission statement:

"We pledge to work with you to reach the greatest potential in each chapter of your life by using objective advice and world class customer service that we believe will surpass your expectations."

Overview:

In many ways our lives are being written each day with different chapters that tell the story of every aspect of our life. From our first chapter of birth to the last, death, we have dozens of chapters that give us purpose, challenges, joy and sorrow. Some chapters are minor chapters and many are major.

   As you read this, the memorable chapters are probably coming to mind: Marriage, the birth of your children and grandchildren, possibly divorce, your work and career, health, home, moves, the “empty nest”, death of a parent, spouse or loved one.

  Along with the emotional stress there is within each chapter a financial aspect that can have enormous consequences to the future financial outcome of the family. Imagine a recent career change where you also made a move. From the retirement rollover to the home sale and re-purchase these are two critical financial decisions among a whole host of others that can derail your financial plan.

  Our firm is dedicated to providing the planning support to guide you through each chapter and to lead you toward a financial future.

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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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