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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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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

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

Disability Income Insurance

How much Disability Income Insurance do you need?

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