Your Multi-Family Office
Should Feel Like Family

It’s not enough just to have our interests aligned with you.

As your partner, we foster a genuine, human connection built on trust and our desire to help families prosper for generations.

We handpick our clients to cultivate long term, unique relationships with each family built around your unique needs.

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.

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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


Mark Pomeroy, CFP®


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.