Ascend Wealth Management LLC /Financial Advisor - Connie Costanzo

Ascend Wealth Management LLC /Financial Advisor - Connie Costanzo My goal is to impact lives in a profound way through wealth considerations and investment services. Together we can create a strategy.

I aim to provide financial strategies for you not only to enjoy life now but also well into the future. Advisory Services offered through Ascend Wealth Management LLC, a Registered Investment Advisor

One of my business owners said she regretted only one thing: not starting younger with planning and saving for retiremen...
06/05/2026

One of my business owners said she regretted only one thing: not starting younger with planning and saving for retirement.

I hear versions of that all the time.

The good news is this: starting later is still better than not starting.

You do not need a perfect beginning.

You need a beginning.

And once you start, MOMENTUM has a way of building.

One interviewee said her advisor always asked what was coming up for them so recommendations could fit real life.That is...
06/05/2026

One interviewee said her advisor always asked what was coming up for them so recommendations could fit real life.

That is exactly the kind of advising I believe in.

Because good advice in a vacuum is not enough.

What is happening in your life?
What is changing?
What is coming?
What matters most right now?

That is where meaningful planning lives.

One person shared that what she loved most about her advisor was the personal contact and the ability to pick up the pho...
06/04/2026

One person shared that what she loved most about her advisor was the personal contact and the ability to pick up the phone and have a real conversation.

That stood out to me.

People want expertise, yes.

But they also want access.
Connection.
A real relationship.

Sometimes just knowing someone is there, paying attention, makes all the difference.

Super Important!!One person shared this in our interview for my book: “Take control now. Know where your money is."I cou...
06/03/2026

Super Important!!
One person shared this in our interview for my book: “Take control now. Know where your money is."

I could not agree more!!

Whether you are single, married, the higher earner, the lower earner, or somewhere in between, you need to know what is going on with your money.

Not from fear.

From strength.

Because life is unpredictable.

And being informed is empowering.

A wonderful client of mine, said she dreamed on a small scale because of where she was in life.I think a lot of people q...
06/02/2026

A wonderful client of mine, said she dreamed on a small scale because of where she was in life.

I think a lot of people quietly relate to that.

Sometimes people are so practical, so responsible, so busy surviving real life, that dreaming bigger feels almost unrealistic.

But that is exactly why planning matters.

It gives people permission to believe that more may actually be possible.

What might be possible for you?

One woman in the book said something I loved: "dreams change".That is so true.What felt important ten years ago may not ...
06/01/2026

One woman in the book said something I loved: "dreams change".

That is so true.

What felt important ten years ago may not feel important now.
And that is okay.

A financial plan should not feel like a prison.

It should be something that can evolve as your life evolves.

Good planning is not rigid.
It is responsive.

One interviewee shared about decision paralysis.That is real.Sometimes people are not failing to move forward because th...
05/30/2026

One interviewee shared about decision paralysis.

That is real.

Sometimes people are not failing to move forward because they do not care.

They are stuck because they care so much they do not want to make the wrong move.

That is one of the underrated benefits of good advice.
It helps people stop spinning and start moving.

Not recklessly.

Wisely.

But forward.

One woman in my book said she had always saved, but felt insecure because she was not knowledgeable about financial plan...
05/29/2026

One woman in my book said she had always saved, but felt insecure because she was not knowledgeable about financial planning and was nervous to ask for help.

That honesty is so refreshing.

A lot of smart, capable people feel that way.

They are not irresponsible.

They just were never taught.

There is no shame in asking for guidance.
In fact, that can be the turning point.

One of my clients is a busy executive who realized she had neglected her own personal finances while taking care of ever...
05/28/2026

One of my clients is a busy executive who realized she had neglected her own personal finances while taking care of everything else.

I see that all the time.

High-capacity people are often excellent at managing work, family, and responsibilities.

But their own financial planning gets pushed down the list.

Until one day they realize:
This matters too.

Sometimes the strongest thing you can do is stop putting yourself last.

When one client first came to me, he talked about wanting an advisor who pays attention to details and does not let impo...
05/27/2026

When one client first came to me, he talked about wanting an advisor who pays attention to details and does not let important things slip through the cracks.

That matters.

People do not just want someone friendly.

They want someone thoughtful.
Attentive.
Proactive.
Careful.

In this work, details matter because details affect lives.
That is part of what trust is built on.

Address

3660 Center Road #108
Brunswick, OH
44212

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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