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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:

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

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

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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.

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction

Details early-2025 correction caused by trade tensions and slowing growth.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Car Affordability

How much can you afford to pay for a car?

Lease Payment

How much would your monthly lease payment be?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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