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Our Team

Scott started his Fiduciary “Fee-Based” Investment Advisory firm in 2011.

He believes that “Investors will do better with their money if they are part of the process.”

“Its easier to make profits if you don’t have to make up huge losses.”

If you lose 50% you need to make 100% just to get back to “Even.”

With almost 40 years’ experience in Financial and Estate-Planning, Wealth Preservation and Wealth Transfer, Scott has been a popular speaker across the U.S. to groups of Attorneys, CPAs, Financial and Estate Planning professionals. He has provided Continuing Education to financial advisors in all 50 states, and has also provided required Continuing Education courses to Attorneys, and CPAs. He presented his idea at Caesar's Palace, Las Vegas, at the 2007 annual conference of the International Forum and has presented to several of their professional study groups. The Forum is an invitation only financial services organization. Scott has also presented his techniques at several annual conferences of First Financial Resources, LLC, and several of their national study groups. FFR is also an invitation only financial services organization.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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