Ascent family office support Newport Beach, California office
About our regional office
Each of our clients define success in different ways and have unique goals that drive them. We work with successful families like yours to identify your distinctive needs, goals and passions, and align around a vision for the future. Then we put the full expertise of our multidisciplinary team of experts behind you to work toward your objectives. As your family’s needs evolve, so will our partnership. We’re built to serve you now and for decades to come.
Meet our Ascent regional team.
Kelly Thomson
Regional Managing Director
Pat Brown
Managing Director, Private Banking
Kerwin Deese
Managing Director, Client Advisory
Justin Flach
Managing Director, Wealth Strategy
Carol Khan-Hotaki
Director, Private Banking
Jonathan Miles
Managing Director, Investment Consulting
Ky Pham
Associate Director, CFO Services
Stacey Pugsley
Managing Director, Client Experience
Eric Romaine
Director, Investment Consulting
Services to amplify your impact
From investment management to family office services, from trust and estate services to private banking, we have the expertise and resources you need. Everything we do, from our deeply personal approach to utilizing advanced technology, unlocks new possibilities to generate the greatest impact.
Newport Beach office location
The Ascent team is here to help families like yours sustain wealth across generations and support the people and causes you care about. We look forward to speaking with you about your financial and family legacy goals.
If you don’t see an Ascent office near you please request a call. One of our private capital management professionals would be pleased to assist you.
4100 Newport Place, Suite 900
Newport Beach, CA 92660
Insights from our experts
Market news
Stay informed with our up-to-date reports on economic events and news from the markets.
Considerations for family legacy planning
These steps can help you create a legacy plan that both reflects your values and incorporates tax-efficient ways to transfer your assets.
How to become a philanthropist
Progressing from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth.
Disclosures
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.