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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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.