The Center for Wealth Impact

Welcome to the Center for Wealth Impact — Ascent’s virtual consulting cooperative for knowledge and thought-leadership development.

The Center for Wealth Impact (CWI) is where our experience and research — generated inside our organization and gleaned from the world’s leading experts — come together to drive everything we do.

What emerges from CWI translates into smart options, accurate decisions and impactful action to allow you to change your world in the ways you desire.

Archive

Podcast: Historical Imagination for Family Preservation article

Every family has a unique history that plays an important role in leaving a legacy. In this podcast with Family Office Exchange, Karen McNeill, our Senior Family Historian, explains how history sets the foundation for lasting family preservation.

Addressing the complexities of communication and family learning article

Families that have accumulated significant assets want to know how to best prepare the “rising generation” to help them maximize the benefits available to them, while also minimizing the unique challenges that occur when navigating the world of wealth.

Structure for Success: Q&A with Ascent President John Zimmerman article

John Zimmerman, Ascent President, shares how Ascent helps families grow financially, power a shared vision and seamlessly transition wealth from one generation to the next.

Women and Wealth Series Part IV: Women Entrepreneurs article

The final installment of how women and wealth have the potential to transform the economy.

Women and Wealth Series Part III: Women and Investing article

Throughout the month of March Ascent’s Family Historian, Karen McNeill, will take a look at how women and wealth have the potential to transform the economy.

Women and Wealth Series Part II: Women and Philanthropy article

Throughout the month of March Ascent’s Family Historian, Karen McNeill, will take a look at how women and wealth have the potential to transform the economy.

What is a

Amy Zehnder, a strategic wealth coach for Ascent Private Capital Management of U.S. Bank, explains the purpose and role of a "wealth coach."

Women and Wealth Series Part I: Women and the great wealth transfer article

Throughout the month of March Ascent’s Family Historian, Karen McNeill, will take a look at how women and wealth have the potential to transform the economy.

You actually can afford to fail (intelligently) article

Why families should allow intelligent failures — taking cues from entrepreneurs and organizations.

Recent events article

Ascent hosts and engages in exclusive events designed to enrich, intrigue and inspire.

Market and economic update article
Week of October 14, 2019

Whether you’re invested in information technology companies or not, declining expectations for the S&P 500’s best-performing sector this year may signal a bumpy road ahead for all investors. Learn why.

4Q investment outlook: Holding on to portfolio gains with both hands article

Key takeaways from our fourth quarter 2019 investment outlook.

Market volatility intensifies as fears of recession mount article
October 2, 2019

Market volatility is on the rise following several disappointing economic indicators’ release this week, fueling concerns over slowing economic growth and recession.

 

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.