We handpick our partners and clients. Each of our family relationships is long-term and extremely valuable to us. We do our best for people that we have authentic relationships with.
We don't subscribe to cookie-cutter investment strategies. Our process relies on 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.
Your family is unique - we are too. We offer specialized 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.
Innovation in financial advisory means being at the cutting edge of opportunity. From public stocks to pre-IPOs, Venture Capital, Growth Capital, Real Estate - Hedge Funds, we help our clients responsibly diversify their portfolios into dynamic alternative investments.
Our Team
Jon is a co-founder of Ascent Capital Partners, leading the firms direct investing efforts in public equities, private equity, venture capital, and real estate. As an entrepreneur and investor, Jon works closely with portfolio companies as a co-founder, active board member, and advisor.
He currently serves on the Advisory Boards of two private technology companies: Platform Technology Group, Inc. of Toronto and Canada & Green Team Holdings, LLC of Southlake, TX. Jon serves on the Board of Directors of several Canadian technology companies; Joyride, Symboticware, Fileflex, Vizby Technologies.He also serves on the Board of Directors of the Fort Worth Crimson Tide, a 501(c) charitable foundation that gives talented youth of Tarrant county the chance to participate in a Select Football program and runs the Ascent Foundation with Mark Pomeroy, his business partner.
Mark co-founded Ascent Capital with the aim to provide an exceptional client experience as the cornerstone of our foundation. He leads the firms complex financial planning efforts by helping clients create their desired legacies, strategizing and planning with his clients for all of life's what ifs.
Mark spent much of his career at USAA serving their high-net-worth membership, designing strategies to create, protect, preserve, and distribute their wealth. He graduated with a degree in Finance and Economics from Grand Canyon University. He is a CERTIFIED FINANCIAL PLANNER™ with over 18 years of experience.
Mark was born and raised in Phoenix, AZ, and currently resides in Scottsdale with his dog, Mia.
2017
5-9 Employees
TD Ameritrade Institutional
AZ, TX
English
Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management, Financial Advice & Consulting, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management
Options & Futures, Mutual Funds, Bonds, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Your Office, Video Conference, Our Offices, Your Home, Email, Phone, Our Office
Fee-Only
3,000,000
40
40
40
$45,000,000
40
40
40
$75,000,000
Yes
Additional Detailed Disclosures
