Who We Are

Experience / The blended perspective of Multiple Generations

Scott has more than 20 years of financial services experience helping clients work towards objectives well beyond their investment goals. As a fully independent firm, we are able to provide objective financial advice while making the best choices for our clients tailored to their individual situations and desires. Whether your growing your business or not-for-profit, moving full steam ahead to safeguard your families future, developing a detailed retirement income strategy, or crafting a family legacy, our clients have come to expect innovative strategies executed at a high level.

Our firm offers clients the wisdom of accumulated knowledge and the fresh eyes of a new generation, complementary viewpoints that create a blended perspective on an ever-changing financial landscape.  We also offer continuity – the assurance that a trusted advisor who understands your unique concerns will be with you throughout your journey.

Guidance

We provide our clients with objective advice with a level of service that far exceeds the industry standard. We know that it is our responsibility to help protect our clients futures by providing creative ideas designed to manage risk, seek increased returns, and work toward bringing our clients to their goals as planned.

By operating as a independent firm, we have no proprietary products or biases.  Our advice is based solely around our duty to act in the best interest of our clients.  We are 100% transparent in our costs and compensation and we are proud of our commitment to client prosperity.

Client-Centric Attention and Service

You are never just another account number to us.  We know your name, understand your unique goals, and are dedicated to your long-term success.  We keep in touch with you regularly, unlike too many others who call only when they have a product or service to sell you.  We focus a great deal of our time on research and service.  We believe that clients benefit the most from consistent education and we deliver that in both broad and focused formats.  We dedicate time to our clients and are constantly working to manage assets in a prudent, tax efficient manner for best results.