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

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