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

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 May 20, 2019

Markets are under pressure with lingering U.S.-China trade negotiations. Economic data is also strained, although relief may be in the forecast with improving sentiment.

2Q 2019 investment outlook: Mind the gap article
April 01, 2019

As we exit the first quarter, a “gap” seems to exist between asset price performance and global economic performance.  Our analysis suggests that U.S. economic data has generally softened and the global economy is on a path of a re-synchronized slowdown.

Federal Reserve rates left unchanged and low inflation persists article
May 01, 2019

The Federal Reserve left interest rates unchanged again but we are maintaining our balanced assessment of risks between stocks and bonds.

 

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.