A Fully Integrated Approach
Ascent Private Capital Management advisors address both the strategic and tactical dimensions of multigenerational wealth with a fully integrated and balanced program designed to help benefit your family now and for generations to come.
Fundamental to the Ascent Private Capital Management client philosophy is the concept that wealth is more than money and that simply accumulating assets is not a winning strategy for the future of your family. The interplay of short-term tactics and long-range strategy is essential for both managing your wealth today and creating a legacy that endures.
Beyond financial capital, for wealth sustainability and family continuity, it is essential to concentrate on the best practices related to your family's non-financial assets: human, intellectual and social capital; in short, what your family knows, believes and does as members of society.
Ascent’s unique approach to the management of all these assets combines both the quantitative and qualitative aspects of wealth. We help you live the life you want today and leave a lasting family vision that carries your ideals and value for generations to come.
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.