Independent Fiduciary · Houston, Texas

Call Us: 281-674-8868

About Us

Wealth, built as a system. Not in pieces.

About Us

We built the kind of firm we would trust with our own families.

At Ascend Integrated Wealth, we help families and business owners simplify complexity by bringing key areas of planning into one coordinated strategy. Rather than managing separate conversations around investments, taxes, estate planning, and risk management, clients work with a team focused on how each decision supports the bigger picture.

This approach is designed to provide a more organized, more intentional framework for protecting wealth, pursuing opportunity, and planning for what matters most.

We do things differently. Our goal is to bring every part of your financial life under one roof so we can create strategies that are easier to manage and designed to work together, allowing you to focus on making informed decisions about protecting and growing your wealth.

Our Team
Fiduciary Standard
Insights
Our Story

Ascend Story

Ascend Integrated Wealth was founded on a clear belief: families and business owners deserve more than disconnected advice.
For years, many clients were left to coordinate between separate professionals, financial advisors, CPAs, attorneys, insurance agents, and bookkeepers, without a true central strategy. Even when each advisor was capable and well-intentioned, the overall experience often lacked alignment, efficiency, and accountability. Ascend was created to offer a more coordinated and integrated approach.
Our firm was built around a modern, integrated model that brings key areas of planning into one coordinated experience. By aligning investment management, tax strategy, estate planning coordination, insurance guidance, and business planning, we help clients move forward with greater clarity and confidence.

The goal is simple: reduce complexity, uncover opportunities, and create a strategy where every decision supports the bigger picture. We believe the future of wealth management is thoughtful integration built around the people and priorities that matter most.

Leadership

Our Founders

Ascend Integrated Wealth was built from two distinct strengths working in partnership.
Eddie Zavala and Scott Perry came together with a shared belief that financial advice should be more than isolated recommendations, it should be coordinated, strategic, and deeply personal. Though their backgrounds and personalities are different, they recognized the same problem: many individuals and families were receiving fragmented advice without a clear, unified plan.
That shared vision became the foundation of Ascend. Eddie brings entrepreneurial energy, forward-thinking ideas, and a passion for building an integrated client experience that connects every area of planning. Scott brings seasoned perspective, thoughtful discipline, and a steady hand that helps turn strategy into long-term execution.
Their differences are not incidental, they are a strength. Eddie naturally pushes innovation and growth, while Scott provides balance, structure, and refinement. Together, they challenge and sharpen each other and aim to create better outcomes for the families they serve.
What they built is more than a firm, it is a partnership shaped by trust, mutual respect, and a shared standard of excellence. Clients benefit from two perspectives at the table, united by one purpose: helping families and business owners move forward with clarity, confidence, and lasting direction.
Our Process

A coordinated path, from first conversation to lasting plan.

Step 1

Understanding the Big Picture

Every client’s story is unique. We begin with a comprehensive review of your current financial landscape, including investments, insurance, estate documents, and tax returns, to understand where you stand today and what matters most to you. This discovery process ensures that your goals, concerns, and priorities form the foundation of everything that follows.

Step 2

Defining Your Goals

Clarity begins with intention. Together, we outline your short- and long-term objectives, from retirement income and tax efficiency to protecting your family and business. This stage is about aligning your resources and ambitions so your financial strategy has a clear direction and measurable purpose.

Step 3

Building Your Plan

Using your goals and current holdings as our guide, we design a coordinated plan that brings all areas of your financial life into harmony. We evaluate investments, identify opportunities for improvement, and integrate tax and estate strategies to create a plan that reflects both your vision and your values.

Step 4

Implementing and Managing

Once your plan is in motion, we stay actively engaged, coordinating with custodians, monitoring portfolios, and meeting regularly to review progress. As your life evolves, we adjust your strategies accordingly to help keep everything aligned, efficient, and on track toward your goals.

Get to Know Us

Let's Talk

Have a question about your situation, or ready to see how an integrated plan could work for you? Reach out directly or send us a note.

Reach Us Directly

281-674-8868

Mon – Fri : 8:30 AM – 5:00 PM CT

info@ascendiw.com

We reply within one business day

Suite 1600, 5444 Westheimer Rd, Houston, TX 77056

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