Our Vision: Partnering with our clients to help them navigate the crucial stages of wealth. Understanding what's important to them. Assisting them in leading a life of balance, meaning, and purpose. Our Mission: The financial prosperity of our clients and integrity within their financial plans that lead to the outcomes and experiences they desire.
Scott Private Wealth Group is an independent wealth management firm providing wealth management solutions for high net worth individuals. We believe experience is the best teacher, and our team has over 60 years combined in the financial services industry. While financial independence is defined by one's own perspective, we believe the common thread is freedom. Freedom to enjoy your successes, to spend time with your family and friends building relationships, and to explore the things you've only dreamed about during your working years. |
Scott Private Wealth Group |
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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. Use this calculator to estimate how much income and savings you may need in retirement. A balance sheet summarizes your assets and liabilities and reveals your net worth. Determine whether you should consider refinancing your mortgage. |
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628 Green Valley Road, Suite 306 Phone: 800.997.0488 |
Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.
We are licensed to sell Insurance Products in the following states: Arizona, Louisiana, North Carolina, South Carolina, Virginia.
We are registered to sell Securities in the following states: Arizona, Florida, Georgia, Louisiana, North Carolina, South Carolina, Virginia.
Scott Private Wealth Group and Multi-Financial are not affiliated.
The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:
We are licensed to sell Insurance Products in AZ,LA,NC,SC,VA.
We are registered to sell Securities in AZ,FL,GA,LA,NC,SC,VA.
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