Whelan Scott Asset Management

At Whelan Scott Asset Management, we are an independent financial services firm that values honesty, integrity, and trust. Our mission is to provide financial security for families and businesses, and we strive to create lifelong relationships with our clients. With over 20 years of experience, our team of professionals is dedicated to helping our clients achieve their financial goals.

Our Services

We approach financial planning from a comprehensive perspective, focusing on wealth management, retirement planning, investments, risk management, estate conservation, and strategic tax solutions. Our services are designed to help you achieve your financial dreams, whether it's saving for retirement, planning for the future, or overcoming financial challenges.

Our Team

At Whelan Scott Asset Management, we believe that teamwork adds value to our services. Our team consists of experienced professionals who work together to provide personalized service to our clients. Our team's combined expertise and diverse perspectives enable us to provide innovative solutions to our clients' complex financial challenges.

Fiduciary Wealth Management

As a fiduciary, we act as a responsible steward of our clients' assets, making decisions in their best interests. Our wealth management services are designed to help our clients achieve their financial goals, whether it's preserving wealth, growing assets, or protecting their financial future.

Insurance

Our insurance services are designed to provide our clients with peace of mind, knowing that they are protected in the event of unexpected events. We offer a range of insurance products, including life insurance, disability insurance, and long-term care insurance.

Estate Planning

Estate planning is an essential part of our services, as it helps our clients ensure the secure transfer of their assets to their loved ones. Our estate planning services include wills, trusts, probate, and estate taxes.

Retirement Planning

Our retirement planning services are designed to help our clients achieve their retirement goals, whether it's saving for retirement, planning for the future, or overcoming financial challenges. We take a comprehensive approach to retirement planning, focusing on investments, risk management, and strategic tax solutions.

Women and Investing

We understand the unique financial challenges that women face, and we offer targeted investment strategies designed specifically for women. Our services empower women to take control of their financial futures and achieve their financial goals.

Self-Directed 401(k)

Our self-directed 401(k) services enable our clients to take an active role in managing their retirement accounts. We provide guidance and support to help our clients make informed investment decisions and achieve their retirement goals.

Quarterly Market Commentary

Our quarterly market commentary provides our clients with insights into the current market conditions and helps them stay informed about the future prospects of the financial markets.