Scott

Bruce J. Scott is a seasoned financial advisor with a distinguished career in wealth management, investment strategies, and pensioned retirement planning. With over 30 years of military service, rising from Private to Lieutenant Colonel in both active duty and reserves, Bruce brings a deep understanding of the financial needs of veterans, military personnel, and government employees/retirees.

Armed with a Master’s degree in Wealth Management, Bruce specializes in helping individuals and families build, protect, and preserve their wealth. His expertise spans investment management, tax-efficient retirement planning, risk mitigation, and estate and legacy planning. Whether guiding young professionals, assisting clients transitioning to pension income, or advising high-net-worth individuals on wealth preservation, Bruce delivers tailored financial strategies that align with near and long-term goals.

Dedicated to staying ahead of industry trends and tax laws, Bruce ensures his clients receive up-to-date financial solutions. Outside of his professional life, he enjoys family time, philanthropic efforts, traveling, and relaxing at the lake.

Specialties:

• Investment Management

• Retirement Planning

• Tax Mitigation Strategies

• Estate & Legacy Planning

• Risk Management

• Wealth Preservation