Meet Our Team

Scott Perry

Scott Perry

Managing Partner

[email protected]

Scott cofounded Ascend Integrated Wealth with the goal of bringing a unified approach to wealth planning for Houston-area residents. He is committed to helping clients through comprehensive planning, including portfolio design, tax-efficient strategies and investment strategies that align with their goals and objectives.

With more than 28 years of experience in the financial services industry, Scott began his career with a mutual fund company. He quickly realized his true passion was on the financial consulting side and made the switch. In 2023, he cofounded Ascend Integrated Wealth, where he uses his deep experience in planning to help clients make informed decisions and to help them evaluate their risk tolerance.

Scott has a bachelor’s degree in psychology from Texas A&M University and earned his CFP® (CERTIFIED FINANCIAL PLANNER) certification in 2015.

A Texas native, Scott has been married to his wife, Renee, for over 30 years. They have three sons, Justin, Jonathan and Jacob, one grandson, Flynn, and one granddaughter, Zelle.

 

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