Company Description

Bob Scott (CFP® AAMS®) has been in the investment business since 1987, where he started as a financial analyst on Wall Street.

Products & Services

Estate planning and legacy creation ,   Investment management ,   Account Monitoring and Reporting ,   Financial education and awareness ,   Investment advisory services ,   Rebalancing and tax-loss harvesting ,   Dynamic Proposals and Recommendations ,   Tax-Efficient Investment Strategies ,   Investment research and recommendations ,   Advanced asset management ,   Tax-efficient investing ,   Ongoing Monitoring and Adjustments ,   Dynamic portfolio allocation ,   Customized Investment Portfolios ,   Financial Advice and Consulting ,   Tax Planning And Preparation ,   Retirement planning and preparation ,   Estate Planning Services ,   Ongoing monitoring and consultation ,   Advanced Asset Allocation ,   Financial planning and analysis ,   Comprehensive Wealth Management Solutions ,   Financial Planning ,   Retirement planning ,   Holistic investment advice ,   Individualized Retirement Plans ,   Holistic Financial Planning ,   Financial Wellness Planning