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Investor's Capital Management, LLC

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Investor's Capital Management, LLC

Mission statement:

We are committed to providing timely, unbiased advice. Through advantages of professional, Fee-Only planning, we seek to empower our clients to make the best financial choices possible. As a staunch consumer advocate and Fee-Only client fiduciary, ICM continues to demonstrate its dedication to serving our client's best interests. Whether you are just setting out on your financial journey or seeking to protect and enjoy the wealth you've accumulated, we can help you along the way.

Overview:

Our team of dedicated, fee-only financial planners has a passion for providing advice to help individuals and families build secure financial futures and pursue their passions.

We understand that achieving goals requires discipline and balance. As your financial partner, we combine personalized financial planning with smart asset management to create your plan. This allows you to focus on the things you love while building your financial confidence for moving forward.

You don’t have to be born wealthy to build a secure life. Clear, independent and objective advice from a fee-only advisor can help you make the small actions over time that can make a huge difference to your financial health.

About Us : Who We Serve

We work with everyday people; some dealing with impending college expenses, some people in their 50s wanting to make sure they will be set for retirement, and some folks just beginning to take withdrawals from their nest eggs. Our clients prefer working with a smaller company in a more informal setting. Our size allows us greater flexibility to incorporate unique client situations and requirements.
Clients come to us:

   when a life changing event occurs which makes them want to organize their finances, such as a desire to change careers, loss of a loved one, sudden wealth due to inheritance or company buy-out.
   because they don't have the time or desire to manage their money and plan for their future on their own.
   even when they enjoy working with their finances but appreciate professional guidance and validation.

We specialize in tax planning, advice on company stock, straight forward investing, guidance on real estate investments, and retirement planning. Most importantly we make sure that all aspects of your financial life are working in-sync to help you achieve your life goals.

We work interactively with our clients explaining as we go; we won’t send you home with a big binder and expect you to read it thoroughly. We work with a limited number of people so that we can provide personalized and focused advice. Over the course of eleven years and hundreds of retirement plans we have found the process of organizing your financial life can be fun. Our meetings often contain a lot of laughter!

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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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