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.
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.
U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments.
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.