Summit Investment Guidance

Introducing Advosion: Your Partner in Planning and Investing

Welcome to Advosion, a financial advisory firm that truly understands the needs and concerns of leaders in business, education, and healthcare. We are here to help you manage the complexities of tax, cash flow, planning, and investing, so you can focus on what truly matters in your life.

*Are you great at making money, but not as strong at managing it?*

*Do you sense gaps or opportunities for improvement in your financial life, but aren't sure how to address them?*

*Do you want a dependable partner and a loyal advocate, rather than a salesperson who works for commission?*

If you answered yes to any of these questions, you've come to the right place. At Advosion, we are committed to providing big-picture thinking and strategic planning for individuals and families who value their time, their families, and their other interests. We are here to help you make the most of your hard-earned money.

Meet Scott Pruski: Your Artisan of Personal Finance

Hello, I am Scott Pruski, the founder of Advosion. With over 30 years of experience in the financial industry, I have been called many things: a Financial Advisor, a Financial Planner, an Investment Manager, a Money Manager, a Portfolio Manager, and a Wealth Manager. But what truly sets me apart is my ability to balance the art and science of personal finance. I understand how to tailor financial strategies and solutions that truly reflect my clients' unique needs, goals, and values.

I am an Economics graduate from the University of Michigan, and I am a planning-oriented strategic thinker who sees the big picture. I ask thought-provoking questions, listen unusually well, solve problems, find opportunities, tend to details, and follow through. I am here to be your advocate, your partner, and your guide in your financial journey.

Advosion's Services: Planning, Investing, and Advocacy

At Advosion, we offer a range of services designed to help you achieve financial success, however you define it. Our services include:

• Financial Planning: We work with you to create a customized financial plan that takes into account your unique needs, goals, and values. Whether you're planning for retirement, college, or a major purchase, we're here to help you make informed decisions that align with your long-term vision.
• Investment Management: We manage your investments with care and expertise, with a focus on long-term growth and income. We use evidence-based strategies and techniques that have been proven to deliver results, and we're committed to transparency and accountability.
• Advocacy: We are your loyal advocate, here to help you navigate the complex world of financial services and protect your interests. We work with you to identify and address potential conflicts of interest, and we're committed to helping you make informed decisions that align with your goals and values.

Ready for Better Planning, Better Investing, and Better Living?

At Advosion, we believe that financial success is not about getting rich or amassing wealth. It's about living well and enjoying life. That's why we're here to help you plan, invest, and live in a way that aligns with your values and priorities. We're a Fee-Only Fiduciary, which means that we don't accept commissions or incentives from third parties. We work exclusively for you, and we're committed to putting your interests first.

If you're ready for better planning, better investing, and better living, we invite you to contact us today. We'd be honored to learn more about you, your goals, and your values, and to explore how we can help you create a financial future that truly reflects who you are and what matters most to you.