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