General Info

Since 1987, Scott has been guiding clients through volatile markets and helping them achieve their financial goals. His investment knowledge, strategy and expertise make him one of the leading financial advisors in the industry. Scott helps his clients obtain their goals of consistent returns with an emphasis on preservation of capital, managing/minimizing risk, and capital appreciation. He values long-term relationships, and aims to get to know each client on a personal level, as successful investing begins with a clear understanding of the client's financial needs and objectives. Scott's main intent is to create long-term investment strategies well-suited to each client's unique situation. He plans, designs and implements investment strategies, and provides comprehensive retirement planning services for corporations and individuals. His clients know that he is there to support them today and that he'll be there in the future with the same professionalism and commitment they have come to expect. That's why clients have been turning to him generation after generation. He will also coordinate his efforts with other professionals (accountants, lawyers, estate planners, etc.) to help the realization of all financial objectives. Scott work diligently to effectively manage his client’s portfolios and investment strategies. The diversified strategies that he creates may include stocks, bonds, options, initial public offerings, CDs, mutual funds, closed-end funds, ETFs, unit trusts, REITS, annuities and more. Scott also specializes in estate and trust management, investment and asset consolidation, retirement planning (401K,403B, IRA, Roth IRA, SEP IRA, Profit Sharing, Pension, etc.), international / offshore investment management, college 529 savings/planning, life insurance, disability insurance and long term care insurance.