Wilks

After 18 years in the financial services industry, I truly enjoy taking part in the planning process for individuals and their families. Getting to know them as people. Their goals and aspirations. Partnering with them to create a plan that grows and protects their wealth, to help them achieve long-term financial confidence. As an advisor, I am humbled by every opportunity to help clients navigate their relationships with money and wealth in a meaningful, impactful way.

In the initial stages of my career, working at large, well-established firms allowed me to develop the skills and experience necessary to meet the needs of a diverse group of clients. In recent years, I began to recognize the work that is, to me, both impactful and rewarding. And over time, I resolved to prioritize depth over volume, breadth over scale, and quality over quantity.  After many conversations with family, friends, and former colleagues as I considered the next step in my career, the stars aligned and I was presented with the incredible opportunity to return to Moors & Cabot as a member of EagleClaw Capital.

EagleClaw Capital Management, an independent investment advisory firm founded in 2005, consists of an experienced, seasoned group of professionals with an unwavering dedication to the needs of its clients. With over 100 years of combined portfolio management and client service experience, EagleClaw’s client/advisor relationships have withstood the tests of time – and so many challenging market environments – by providing a high standard of care and the personalized services that clients seek but so rarely receive.

EagleClaw clients benefit from a truly differentiated client experience…

• Personalized, bespoke portfolio management

• Holistic, goals-based financial planning

• Independent advisor and true fiduciary

Personal Info

• Scot grew up locally in West Newbury, MA and attended Bates College in Lewiston, ME, where he studied English and Economics.

• Scot and his wife Anne live in Andover, MA with their son Henry (8) and daughter Lucy (5).

• Outside of the office, Scot enjoys coaching youth hockey, working in the yard, obsessively cleaning… or sneaking off with the kids to golf or fish.