Scott Wealth Management provides a full range of financial advice and services including tax and estate planning, business succession planning, insurance and investment portfolios. With more than 15 years experience as an Investment Advisor John Scott can help you create a customized plan to achieve your unique financial goals.
Who We Can Help
Scott Wealth Management can help individuals, families and organizations meet their financial goals through professional wealth management:
Pre-retirees balancing saving for retirement and other financial goals
Retirees looking to maximize after-tax income and protect their lifestyle
Established families who want to grow and transfer wealth to the next generation in a tax-efficient manner
Professionals and business owners who need help managing their personal and business finances
Foundations seeking professional guidance in managing investments
Contact Scott Wealth Management today to arrange a complimentary consultation and discover how our team of experienced wealth management professionals can help you.