Ascend Integrated Wealth-Scott Perry CFP
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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
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.
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.
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
02/14/2026
Have a joyful Valentine’s Day! ❤️
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