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

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