Your Ascent Leadership Team
Dedicated to your family
- John Zimmerman »
- Amanda Anderson »
Chief Administrative Officer
- Ben Ollendick »
Regional Managing Director, Minneapolis
- Chuck Stutenroth »
Regional Managing Director, Cincinnati
- Jason Burkey Skye »
Regional Managing Director, Denver
- Kelly A Thomson »
Regional Managing Director, La Jolla and San Francisco
- Lance Losey, J.D. »
Regional Managing Director, Seattle
A New Understanding of Wealth
A family's long-term impact on issues that matter to them requires a seamless transfer of resources from generation to generation. Yet throughout the world today, the vast majority of wealth transfers fail because of a lack of preparation, trust, and communication among family members or business associates.
Traditional wealth management often concentrates exclusively on investments, financial planning, and trusts, ignoring the issues that contribute to the disappearance of family wealth or loss of a business that supports employees, families, and communities.
Ascent Private Capital Management is different. We deploy leading-edge wealth impact strategies designed to help you bring about a smooth transfer of holdings and uninterrupted continuity of your family's legacy and business interests.
Investment products and services are:
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.