Eddie brings over a decade of experience in financial services, helping individuals, families, and business owners make confident decisions around wealth, retirement, and long-term planning. His approach combines strategic insight with practical guidance, allowing clients to navigate complex financial matters with clarity and purpose.

As Co-Founder and Managing Partner of Ascend Integrated Wealth, Eddie helped build the firm around a modern, integrated model—bringing together investment management, tax strategy, estate planning coordination, and risk management into one cohesive client experience. He believes financial planning is most effective when every area of a client’s financial life works together in alignment with their goals, values, and long-term vision.

Eddie holds a Bachelor’s degree in Economics from East Carolina University and has earned the Retirement Income Certified Professional® (RICP®), Accredited Investment Fiduciary® (AIF®), and Certified Exit Planning Advisor® (CEPA®) designations. He is also licensed in life and health insurance in the state of Texas, further enhancing his ability to deliver comprehensive planning solutions.

Fluent in both English and Spanish, Eddie serves a diverse client base and is committed to building lasting relationships through thoughtful advice, high-touch service, and a forward-looking planning process.

Scott Perry is a highly experienced financial professional and the cofounder of Ascend Integrated Wealth, where he leads the charge in delivering a unified, client-centric approach to wealth planning for residents of the Houston area. With more than 28 years of experience in the financial services industry, Scott is dedicated to helping clients build secure financial futures by offering comprehensive planning that includes portfolio design, tax-efficient strategies, and investment approaches tailored to their unique goals and objectives.

Scott began his career with a mutual fund company, where he quickly recognized his true passion for financial consulting. He transitioned into the consulting field, where his expertise has grown over the years, allowing him to guide clients through the complexities of financial decision-making and assess their individual risk tolerance. In 2023, Scott co-founded Ascend Integrated Wealth, bringing his extensive experience to bear in helping clients navigate both short- and long-term financial planning.

Scott holds a Bachelor’s degree in Psychology from Texas A&M University and earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2015. His approach is rooted in a deep understanding of both human behavior and the technical aspects of financial planning, making him a trusted partner for clients seeking clarity and confidence in their financial futures.

A proud Texas native, Scott has been married to his wife, Renee, for over 30 years. They are the parents of three sons—Justin, Jonathan, and Jacob—and grandparents to Flynn, Rosalie and Zelle. Outside of his professional life, Scott enjoys spending time with his family and is deeply committed to his community.