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Our Philosophy

"Meaningful Events Build Trust"

At SCOTT Private Wealth Group, it is our belief that trust does not depend on the amount of time two people have known each other; trust depends on the events that occur between them. Meaningful events build trust.

"The Extra Value of Client Relationships and Hands-On Management"

If there`s any single factor that sets associates at SCOTT Private Wealth Group apart, it`s the attention to detail in every aspect of our client relationships.

Because financial and investment planning is complex and confusing, many people often miss out on potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

At SCOTT Private Wealth Group, we provide the team to manage your success, so you can be free to enjoy life and spend your time doing what you do best.

"Turn Your Dreams Into Goals"

Most people have dreams of what they want out of life, but too few are able to turn their dreams into reality. Why? Because they fail to convert their dreams into "goals."

At SCOTT Private Wealth Group, our advisers begin the financial planning process with a focused discussion about you, your dreams, and your current financial health. As our relationship grows, we take the time to understand your core values and beliefs. Then we develop a plan to help move you in the direction of achieving your long-term goals and fulfilling your core values.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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