Home | Scott M. Thomas, CFP®, AIF®

"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Strategies tailored for every generation.

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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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.

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Our Mission

The financial prosperity of our clients and integrity within their financial plans that lead to the outcomes and experiences they desire.

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Life’s Milestones

Financial advice for every situation.

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