Ascend Integrated Wealth-Scott Perry CFP

Ascend Integrated Wealth-Scott Perry CFP We provided integrated wealth advice. We’ll collaborate with these teams as needed to provide you with a coordinated wealth plan.

At Ascend Integrated Wealth, we provide comprehensive wealth planning services through our partnership with Mariner Independent Advisor Network. As part of the Network, we have access to experienced tax, trust, estate planning, investments, retirement planning and insurance teams. Our goal is to help you achieve your goals and build a secure financial future. Investment Advisory Services are offer

ed through

Mariner Independent Advisor Network (MIAN), a SEC Registered Investment Adviser. Ascend Integrated Wealth and MIAN are not affiliated entities.

Social Security can be an important source of retirement income, but it’s not designed to cover everything. How and when...
04/06/2026

Social Security can be an important source of retirement income, but it’s not designed to cover everything. How and when you claim benefits, combined with other income sources, can make a meaningful difference in how your retirement years unfold.

Building a thoughtful investment strategy alongside Social Security can help support ongoing income needs, manage inflation risk and provide flexibility over time. When these pieces work together, they can create a more resilient retirement plan.

If you haven’t revisited how Social Security fits into your broader strategy, this is a good time to start that conversation.

April is National Financial Literacy Month, a reminder that education is the basis of financial success is built. The ri...
04/01/2026

April is National Financial Literacy Month, a reminder that education is the basis of financial success is built. The right knowledge at each stage of life helps create flexibility and opportunity down the road.

Consider focusing on what matters most right now:
✅ Students and young adults: budgeting basics credit awareness, and saving early
✅ Working professionals: retirement planning, benefits decisions and managing growing complexity
✅ Families: education planning, home ownership and long-term goals

Strong money habits today can help support better outcomes for years to come!

April is National Volunteer Month. We’re grateful to the volunteers who give their time, energy, and skills to strengthe...
04/01/2026

April is National Volunteer Month. We’re grateful to the volunteers who give their time, energy, and skills to strengthen communities and support good causes. Thank you for making a difference!

Tax Day is right around the corner! If you haven’t filed yet, this is a good moment to double-check documents and confir...
03/30/2026

Tax Day is right around the corner! If you haven’t filed yet, this is a good moment to double-check documents and confirm details. Be sure to file by 4/15 to avoid penalties.

For dual-career households, retirement planning may take a little extra effort. Coordinating benefits, contribution leve...
03/26/2026

For dual-career households, retirement planning may take a little extra effort. Coordinating benefits, contribution levels, tax strategies, and timelines can help make the most of earnings and support shared long-term goals.

For many families, the question is not just “Am I saving enough?” but “Am I using what I have intentionally?” Surplus ca...
03/23/2026

For many families, the question is not just “Am I saving enough?” but “Am I using what I have intentionally?” Surplus cash flow, bonuses, or business income can quietly accumulate without a clear purpose.

Turning that surplus into a plan can be powerful. You might use it to accelerate long-term goals, invest in experiences with loved ones, support causes you care about, or simply strengthen your safety net.

A helpful exercise is to ask:
☑️ If I had absolute clarity about my top three priorities, how would I choose to use each extra dollar?
☑️ Are my current habits moving me in that direction?

When your money and your priorities point in the same direction, it is easier to feel confident about both today’s choices and tomorrow’s possibilities.

Your calendar can be a valuable financial tool. Try building a few “money dates” into your year by setting specific days...
03/19/2026

Your calendar can be a valuable financial tool. Try building a few “money dates” into your year by setting specific days to revisit key areas, including portfolio allocation, insurance coverage, estate documents and savings goals.

A consistent, scheduled review makes it easier to spot gaps early, adjust to life changes and keep your long-term plan moving forward.

"Whatever you want in life, other people are going to want it too. Believe in yourself enough to accept the idea that yo...
03/16/2026

"Whatever you want in life, other people are going to want it too. Believe in yourself enough to accept the idea that you have an equal right to it." — Diane Sawyer

“To give anything less than your best is to sacrifice the gift.” — Steve Prefontaine
03/11/2026

“To give anything less than your best is to sacrifice the gift.” — Steve Prefontaine

Many families find themselves balancing support for multiple generations at once—helping aging parents, staying present ...
03/09/2026

Many families find themselves balancing support for multiple generations at once—helping aging parents, staying present for adult children, and planning for grandchildren all at the same time.

That kind of “in-between” role can affect everything from cash flow and housing decisions to how you think about long-term care, legacy and your own retirement timeline.

If you are in this season, it may help to step back and ask:

☑️ What level of support feels sustainable—emotionally and financially?
☑️ Are there boundaries or expectations that would be helpful to clarify?
☑️ Does my current plan reflect the reality of who I am supporting today—and who might rely on me tomorrow?

Thoughtful planning makes it easier to show up for the people you love without losing sight of your own future.

Big life moments rarely happen on a neat timeline. Career changes, relocations, new grandchildren, health shifts, or car...
03/05/2026

Big life moments rarely happen on a neat timeline. Career changes, relocations, new grandchildren, health shifts, or caring for aging parents can all reshape what you want your money to do for you.

That is why it helps to see your financial plan as a living document—not a one-time project. When something in your life changes, it is a cue to ask new questions:

☑️ What feels most important to me right now?
☑️ Does my current plan reflect those priorities?
☑️ Are there new risks or opportunities I should be considering?

The goal is to make sure your financial strategy evolves with you, instead of staying stuck in a past version of your life.

Have a joyful Valentine’s Day! ❤️
02/14/2026

Have a joyful Valentine’s Day! ❤️

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