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Capital Design Associates Inc.
 
 
Overview: 

Capital Design Associates, Inc. (CDA), is in the family wealth planning business. Through a planning process built on integrity, knowledge, and attention to detail, we seek to guide, inform, and empower our clients to successfully maneuver through life’s various phases of financial management.

CDA has been serving the Upstate of South Carolina for over 20 years. Our staff is dedicated to providing the very best in comprehensive business and family wealth management and planning services through our proprietary planning process, The Capital Wealth Management SolutionSM and our Seven-Step Exit Planning Process™. We also interface with collateral professionals both locally and nationally, positioning ourselves to act as your Personal Financial Officer (PFO); guiding you through all of the various phases of financial management in a team effort to try to help you fulfill your dreams.

Our clients are your neighbors, colleagues, family members, and friends. Our services are not for everyone, but if you are a high-net worth business entrepreneur or medical professional in the Upstate, we encourage you to give us a closer look. Come and see our firm first hand. We believe you won’t be disappointed.


 
 
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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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