Ascend Wealth Management

Ascend Wealth Management Elevate your life and your future. Helping guide you to financial security, clarity, and confidence.

Good poker players don't guess — they think in probabilities. That's exactly how we approach Social Security timing. Nob...
06/18/2026

Good poker players don't guess — they think in probabilities. That's exactly how we approach Social Security timing. Nobody knows how long they'll live, but the right questions get you as close to the right answer as possible. What's your biggest question about when to file? Drop it below.

Good people. Great cause. We're so grateful for incredible clients who show up beyond the office to raise support for th...
06/17/2026

Good people. Great cause. We're so grateful for incredible clients who show up beyond the office to raise support for the Alex's Lemonade Stand Foundation in the fight against childhood cancer. ⛳🍋

06/16/2026

A couple of weeks ago, our team was invited to present at Northwestern Mutual's Wealth Management Symposium, sharing our approach to retirement distribution planning with some of the best advisors in the company.

The feedback was incredible. One advisor called it the best content of the event. We think the reason it lands the way it does is that many advisors simply haven't been exposed to this approach before. After seeing it, they were asking questions they'd never thought to ask — because no one had ever shown them a better way.

That's what we're here to change. The gap between a good retirement plan and a great one is about having the right process.

Know someone who's wondering if their retirement plan is as good as it could be? Tag them below. 👇

06/12/2026

SpaceX IPO. Hot takes everywhere. 🔥Here's ours — you need to focus on the controllables.

One of the most common things we hear from new clients: "Why has no one ever shown me this before?"The answer: most advi...
06/02/2026

One of the most common things we hear from new clients: "Why has no one ever shown me this before?"

The answer: most advisors specialize in building wealth, not in retirement income planning.

Seeing the difference starts with 15 minutes. We'll talk through your situation, see if our values align, and if it makes sense, put together a second meeting to show you what your retirement could look like.

Most people who get to that second meeting discover opportunities their current approach has never addressed. Intrigued? Comment, 'Tell me more,' and we'll reach out.

🔥Popular retirement "rules" are easy, but rarely right for everyone.The 4% rule. Never annuitize. Always delay Social Se...
05/27/2026

🔥Popular retirement "rules" are easy, but rarely right for everyone.

The 4% rule. Never annuitize. Always delay Social Security.

These rules exist because they're comforting — not because they're built for your situation. At 55+, the stakes are too high for cookie-cutter planning.

What you actually need:
✓ A plan built on current tax code, not 1990s research
✓ Strategy tailored to your specific financial picture
✓ Deep expertise in retirement distribution, not just accumulation

Curious how your plan holds up? Comment, "second opinion," and we'll follow up.

A lot of retirement advice focuses on growing your wealth.But here's what most advisors don't tell you: the hard part is...
05/20/2026

A lot of retirement advice focuses on growing your wealth.

But here's what most advisors don't tell you: the hard part isn't accumulating money — it's distributing it efficiently.

That's exactly why we created the Ascend Advisor Alpha™ process — built around the variables you can actually control:

✅ Social Security timing
✅ Tax-efficient withdrawals
✅ Strategic asset allocation
✅ Annuitization analysis
✅ Healthcare planning

What part of your current plan do you feel least confident about? Tell us in the comments.

Last week, Ryan had the opportunity to represent Ascend and the broader Northwestern Mutual advisor community at the Hor...
05/12/2026

Last week, Ryan had the opportunity to represent Ascend and the broader Northwestern Mutual advisor community at the Horizons Retirement Distribution Conference, hosted by the American College of Financial Services.

As Chair of the Retirement Distribution Subcommittee of the Financial Representative Association of Northwestern Mutual, Ryan was invited by colleagues at the home office to join them at . It was a great opportunity to sit down with several members of the home office, including Jonathon Gais, Andrew Weber, and Tom Gilmour (pictured above). All of these people are doing key work at the home office that directly shapes how advisors help clients build confident retirement plans.

The best client outcomes start with conversations like this one.

05/11/2026

🔥 Hot take: you can't beat the market.

Even the best money managers in the world can't do it consistently. So why build a retirement strategy around something no one can control?

We focus on what you actually can — Social Security timing, annuitization, asset allocation, and tax planning. And how they all work together.

Watch the video to see how it works. 👇

05/08/2026

Last week, we got to speak at the University of Kansas's financial planning program. The topic: What actually happens to your taxes in retirement? The answer? It’s rarely what people expect.

The goal isn't to reduce this year's tax bill. It's to minimize lifetime taxes across a 30-year retirement.

Most plans don't think that far ahead. If you’re ready to stress test yours, let’s connect. Calendar link in the comments.

Address

6601 College Boulevard, Suite 140
Overland Park, KS
66211

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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