Services We Provide

Achieving financial success is a complex and confusing process - one that requires a significant amount of time, knowledge, and resources.  At SCOTT Private Wealth Group, our service menu is comprehensive in order to meet our clients' ongoing financial needs. 

In over 30 years of observing how people behave financially and seeing the good, the bad and, sometimes, the very bad, our team has developed a systematic approach to financial problem solving that we believe allows our clients to live differently.  Our approach is designed with the specific intent of reducing the burden of money for our clients and keeping their finances organized to reduce stress in their lives and achieve what is important to them.

Our holistic approach includes the following areas of service:

Financial Planning
Comprehensive, fee-based & modular planning

  • Retirement Planning
  • Education Planning
  • Insurance Structure and Planning
  • Estate Planning
  • Debt & Cash Flow Managment
  • Income Tax Review & Analysis

Trust and Estate Planning
Wealth preservation and transfer

  • Estate Planning Strategies
  • Wealth preservation and transfer strategies
  • IRA Planning strategies
  • Insurance coordination & trust consultation
  • Philanthropic advisory services
  • Tax planning and reduction strategies
  • Access to national professional trust services

Investment Management Services
Active, ongoing investment managment & individually managed portfolios

  • Fee-based asset allocation strategies
  • Access to top global money managers
  • Access to "turnkey" investment platforms
  • Self-directed retirement plans
  • Tax-efficient & non-taxable investment strategies
  • Stock Option Planning
  • FinaMetricaPro(r) Risk Assessment

Other investment opportunities include:

  • Cash management solutions
  • Stock option planning and liquidation
  • Restricted stock analysis
  • Diversification of large, low-basis single investment positions
  • Net Unrealized Appreciation (NUA) analysis
  • Real estate investments

Insurance & Risk Management
Full range of insurance products, including:

  • Life insurance: Term, Whole Life, Universal Life
  • Disability insurance
  • Long-term care insurance
  • Access to Commercial and Personal Property & Casualty programs