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My main concern is to preserve and grow capital to provide a legacy for my young adult children, while maintaining a reasonable retirement. Paul analyzed my finances, provided recommendations and assured me that I would be alright. A consummate worrier…

I cannot thank you enough for taking the time to provide your sage advice, input and complete assistance in ensuring my Will covers my concerns and handling of my investments.   You continue to be my rock in managing my…

Rodney, Paul, and the team at Assante are a pleasure to work with. They are client centric, knowledgeable, and thorough.  Their presentation style, analysis and interpretation of data is very clear, concise, and easy to understand. They are fast, efficient,…

As  a new client I am pleased with the teams financial expertise, innovative strategies and professional money management. They offer individual meetings, webcasts and updates along with lower management costs to help investors achieve their desirable outcomes. I am pleased…