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 purse what is important to them.
Our holistic approach includes the following areas of service:
Comprehensive, fee-based & modular planning
Wealth preservation and transfer
Active, ongoing investment management & individually managed portfolios
Other investment opportunities include:
Full range of insurance products, including:
firstname.lastname@example.org | 336-510-0078