Your values
drive your plan.
That’s your financial anthem. Before we talk about portfolios or projections, we talk about what matters most — the people you love, the life you want to live, the legacy you want to leave. Wealth is not a scoreboard; it is the means to live deliberately. Your values come first. The plan is simply how we protect them.
- 2007
- Advising families since
- AAMS® · BFA™
- Credentials held
- 25
- Data sources behind a valuation
A quieter way to think about money.
Markets are loud. Headlines are louder. The advantage most investors never claim is a plan they actually believe in, and the temperament to stay with it.
Values first
Before a single dollar is allocated, we formalize your anthem — the values and aspirations that make a decision right for you.
Behavior over forecasts
As a Behavioral Financial Advisor™ and Mental Game Certified Professional, Scott builds decision rules that survive the news cycle.
One advisor, start to finish
No handoffs. The person who builds your plan is the person who manages your portfolio and answers your call.
Four disciplines, one coherent plan.
Each engagement draws on the pieces you need — nothing sold, nothing bolted on.
Financial Planning
A custom plan built on your anthem — cash flow, risk, goals, education, retirement, and estate. Your compass and your anchor.
Explore →02Investment Management
Portfolios recommended and managed personally by Scott, with a transparent, published fee schedule and no hidden trading costs.
Explore →03Tax Planning
A proactive, year-round strategy for how to pay less — applying current law to your situation so you keep more of what you earn.
Explore →04Business Exit Planning & Valuation
Know what your company is worth and plan the exit on your terms, using a valuation engine drawing on 25 trusted data sources.
Explore →Not sure where to start?
Book a 15-minute callExit planning starts long before the exit.
Most owners discover what their company is worth at the worst possible moment — a sale, a dispute, a health event. Clarity earlier changes every decision that follows.
Know your number
A streamlined, defensible valuation built from 25 trusted data sources — days, not months.
Close the value gap
Compare today's value against what your next chapter actually requires, then build toward the difference.
Sequence the exit
Successor, timing, deal structure, and the tax consequences of each — mapped before you go to market.
Plan the after
Turn one illiquid asset into a diversified portfolio and an income plan that funds the life you built it for.
How to pay less — legally, deliberately, every year.
Filing a return records history. Tax planning changes it. We look ahead at brackets, account location, realized gains, charitable timing, and business structure so the bill is a decision instead of a surprise.
Bracket management
Fill the low brackets on purpose; defer income into the years it costs least.
Roth conversions
Convert during the window between retirement and required distributions.
Asset location
Put the tax-inefficient holdings where the tax code cannot reach them.
Gains & giving
Harvest losses, gift appreciated shares, and bunch deductions with intent.
Tax-loss harvesting is a strategy of selling securities at a loss to offset a capital gains tax liability. It is typically used to limit the recognition of short-term capital gains, which are normally taxed at higher federal income tax rates than long-term capital gains, though it is also used for long-term capital gains.
Notes on behavior, markets, and meaning.
Don't Postpone Happiness
It’s hard to believe August is already here.
Read →Mid-Year Review: Headlines vs. Results
As we reach the midpoint of 2026, one lesson from the first half of the year stands out: the headlines and the markets told two very different stories.
Read →What Will Your Money Mean This Summer?
Summer has a way of changing perspective.
Read →Start with a real conversation.
A fifteen-minute call. No pitch, no paperwork — just an honest read on whether this partnership makes sense.