Ascent clients, Doug and Kathleen, have aligned their portfolio with their values. See the Barron's Penta article, "Impact Investing: Done Right," to read about their philosophy and approach.
Risky Business: Mixing Money and Kin, Monitor on Psychology
Kristen Armstrong, strategic wealth coach with Ascent Private Capital Management of U.S. Bank, tells Monitor on Psychology how she uses her psychological training to help wealthy families who seek to preserve their wealth and legacy and ultimately strengthen the family bond.
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Wealth Impact Planning services are not fiduciary in nature, and Ascent serves in a non-fiduciary role when providing these services.
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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.