Scott understands that each client is unique and has specific goals and investment objectives. Scott works closely with you to develop an investment strategy and customized portfolio based on a thorough understanding of your personal goals and objectives, as well as your risk tolerance, time horizon, tax considerations and more. A key step in developing an investment strategy is determining the appropriate asset allocation. Scott utilizes a risk-based model to analyze historic returns for different asset mixes along with the historic volatility of those mixes. While these hard numbers support the asset allocation process, Scott makes certain to weigh historical facts against one common-sense question: does the client sleep at night?
If you are like many of Scott’s clients, building your wealth required hard work, sacrifice and discipline. So, when you entrust that life’s work to an advisor, you expect highly individualized attention, among other things. That is why Scott and his team make it their top priority to stay attentive to your needs — providing you direct access to Scott and to his diligent support team dedicated to helping you achieve your goals. They recognize that understanding cultivates peace of mind, and take time to explain strategies, define terms and make sure you are comfortable with the approach to managing your wealth. Scott and his team make it a priority to provide open and responsive communication, letting their clients determine the frequency, method and level of communication.
Scott has developed and refined a goals-based wealth management process to help address clients’ financial problems with thoughtful advice and guidance.
During discovery meetings we get to know each client or family member and what matters most to them.
We combine information obtained in the discovery with the world-class technology and resources available exclusively to us at Acumen to create the financial roadmap to our clients’ goals.
Each clients’ roadmap is used to determine the appropriate strategies needed to achieve the goals of their unique wealth plan.
We continually evaluate each client account to help ensure the investment strategies implemented are aimed at their goals.
Our goal is financial well-being. Our goals-based wealth management process is designed to evolve as our clients and their lives evolve, whether it be major life events or changing retirement goals.