Where You'll Find Us
Ascent Private Capital Management has offices in Cincinnati, Denver, Minneapolis, San Francisco and Seattle. Other locations to be established in 2014.
Ascent Curated Office Galleries
San Francisco Family Office
San Francisco’s remarkable history is brimming with examples of individuals and families whose vision and leadership created companies that have thrived over generations, expanding their horizons from the West to the world. These are the families we serve in Ascent Private Capital Management. Visitors to Ascent's San Francisco family office, located in the heart of the city's Financial District, will enjoy views of the city and bay. The comfortable, creative environment is the ideal location for families to come together to create their future legacies as they re-envision the possibilities for their wealth and its impact on the world.
The San Francisco Ascent Team
With almost 20 years of financial services experience, nearly all of it serving clients with significant wealth, Martim has the credentials and passion to lead Ascent Private Capital Management’s regional office in San Francisco. Applying his early experience as an analyst for a major financial institution and later a registered financial advisor in another large firm, in 2000 Martim founded his own wealth advisory firm in San Francisco. A decade later, when he sold the firm it had grown to $400 million in assets under management.
The team includes Chartered Financial Analysts, Certified Financial Planners and members with previous experience as lawyers or CPA's who are accustomed to working with families of significant wealth and their tax and legal advisors
Integrated Service From Your Regional Team and National Specialists
Addressing both the qualitative and quantitative dimensions of multigenerational wealth, Ascent takes a holistic approach to client service. Each regional office is staffed by a team of professionals that include Managing Directors of Wealth Strategy (trust and estate advisors), Investment Consulting, Private Banking and Financial Administration. These subject matter experts work closely with Ascent's regional Managing Director, Client Advisory - the relationship manager who is the primary point of contact for the family and individual family members-- and the Managing Director, Client Experience - the key contact for day-to-day client requests. Team members actively participate in client meetings, providing an uncommon depth and breadth of wealth management expertise.
Ascent Private Capital Management's unique Wealth Impact Planning services are delivered by our national team. Headquartered in our Denver office, they work closely with the regional office teams and travel exclusively to meet with Ascent families and their advisors. The national team is led by a Senior Managing Director for Wealth Impact Planning and includes Senior Wealth Planners and Wealth Dynamics Coaches, all focused on helping families understand the broader impact of their wealth. They address issues of legacy planning, family governance, education and stewardship.
Deposit products offered by U.S. Bank National Association. Member FDIC.
Credit products are subject to normal credit approval.
Investment products, including shares of mutual funds, are not deposits or obligations of, or guaranteed by U.S. Bank or any of its affiliates, nor are they insured by the Federal Deposit Insurance Corporation, or any other government agency. An investment in such products involves investment risk, including possible loss of principal.
U.S. Bank is not responsible for and does not guarantee the products, service or performance of its affiliates and third party providers.
U.S. Bank and its representatives do not provide tax or legal advice. Each individual’s tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
Wealth Impact Planning services are not fiduciary in nature, and Ascent serves in a non-fiduciary role when providing these services.
To the extent Ascent or other divisions of U.S. Bank have investment management or fiduciary administration responsibilities over your accounts under separate agreements, the scope of those agreements shall not be affected as a result of information you provide to Ascent or to which Ascent has access as part of its Wealth Impact Planning services.
Wealth Impact Planning services may include Wealth Dynamics coaching services in order to facilitate your self-assessment of Wealth Impact Planning issues. These services are not psychological or counseling services. Ascent does not engage in the practice of psychology.