top of page

Creative Financial
Professionals

4500 Westgrove Suite 356
Addison, TX 75001

Phone:

972-380-0063 Toll Free: 800-529-5740

Fax:

972-380-0097

E-mail:

  • Facebook
  • X
  • Linkedin

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

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.

What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Versatile 529 Plans Can Help with More than Just College

Explains expanded uses making 529 plans more flexible.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: Tariffs Drive Market Volatility

Explains why tariffs have shaken markets and long-term trends to consider.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Disability Income Insurance

How much Disability Income Insurance do you need?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Home Affordability

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

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck