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.
CFP® Awareness - Thinking about choosing a Certified Financial Planner?
Newsletters
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
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HOT TOPIC: The Bull Is Back... Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.