Private Clients
We don’t subscribe to cookie-cutter investment strategies. Our process relies on what we believe is implementing innovative, high-level investment strategies normally inaccessible to most. We custom-tailor our process to our clients’ unique needs and always keep their best interests in mind.
Doctors & Entrepreneurs
Our advisory is uniquely positioned to help CEOs, business leaders, entrepreneurs, and doctors execute and secure their wealth for generations. We can act in a capacity similar to their personal CFO and we can use our knowledge to help build success both in their personal and professional lives.
A Multi-Family Office
Your family is unique - we are too. We offer advisory services that offer access to complex financial planning strategies and private markets for those, such as entrepreneurs and medical professionals, who would benefit from alternative thinking.
Alternative Investing
Innovation in financial advisory means being at the cutting edge of opportunity. From Bitcoin to pre-IPOs, Venture Capital, Growth Capital, Real Estate - Hedge Funds, we help our clients responsibly diversify their portfolios into dynamic alternative investments.
Our People
Jon Loeffler
Co-Founder
Mark Pomeroy, CFP®
Co-Founder
Our Process
For the benefit of our existing clients - to continue offering a service that exceeds their expectations, we are very selective with prospective clients to ensure we’re a good fit for each other.
If you’re interested in starting your Ascent, please contact us to arrange a meeting and begin your journey.