Scott Private Wealth Group

 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.

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Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

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