Advisory Board Members

Ascent Advisory Board

In support of our mission, Ascent has an Advisory Board of respected leaders who provide counsel and feedback on the strategic direction of family organizations. This group represents a cross section of expertise from the wealth management industry in areas including investment management, legal services, accounting, family dynamics, philanthropy and family business planning.

Advisory Board members are independent of Ascent Private Capital Management of U.S. Bank.

 

Investment products and services are:
Not a Deposit   •   Not FDIC Insured   •   May Lose Value   •   Not Bank Guaranteed   •   Not Insured by any Federal Government Agency

 
 

Equal Housing Lender Equal Housing Lender. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products offered by U.S. Bank National Association. Member FDIC.

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Wealth Sustainability services are not fiduciary in nature, and Ascent serves in a non-fiduciary role when providing these services. Wealth Sustainability services may include strategic wealth coaching services in order to facilitate your self-assessment of wealth sustainability issues. Ascent does not engage in the practice of psychology.