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Welcome!

At Ascend Wealth Management, we focus on more than just financial success,” Stockton said.

“We aim to foster meaningful connections with our clients and contribute to the well-being of our community. With our expanded team, we are better equipped to deliver exceptional financial solutions tailored to each client’s goals.

Newsletters

Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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How Savers and Spenders Can Meet in the Middle

Offers tips to couples with opposite financial styles for finding balance.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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