Robert Scott, ChFC® • CLU® • CAP®
I help high-net-worth families build, protect, and pass on their wealth through tax planning, cashflow management, and private investment opportunities.
Tax strategy, estate planning, and investment management with a highly communicative team.
Who we work with.
While we serve clients from many walks of life, our experience, certifications, and investment and tax strategies are best leveraged by entrepreneurs and executives with annual incomes of at least $400K and net worths of $5M or more.
Why work with us?
Guidance, not sales.
We believe in presenting you with a variety of options that best suit your goals, not pushing the latest products.
Clarity, not obscurity.
We don’t hide behind industry jargon and murky fee structures. You’ll understand every investment, every strategy, and every associated cost.
Proactivity, not reactivity.
We stay on top of changes in the tax, legal, and investing space and make recommendations based on your short- and long-term goals.
What Our Clients are Saying
“From our initial conversations, Robert took the time to explain how his company is different from some other wealth advisory companies in the market and especially, how he views his role as a wealth manager. The service from his team was quick, professional and flawless.”
— Troy D.
“When it comes to financial freedom & planning the retirement in peace; Robert has helped me achieve both!”
— Pey R.
“Robert is an excellent financial advisor.”
— Michael L.
“Robert Scott quite literally saved my financial life!”
— Bunny H.
“Not only are they skilled at growing personal portfolios, but they handle trusts and eldercare financial planning. This company is a gift. I highly recommend them. I am beyond grateful to their team.”
— Jacqueline P.