Thrive Wealth Strategies
From Scott Nelson: Since beginning my career in 1999, I’ve been committed to helping select individuals and families effectively manage the financial domain of their lives to pursue their short & long term life goals, work toward and maintain financial security, and experience the confidence that comes with developing and executing a sound financial strategy.
My approach to wealth management for my clients integrates these core tenets:
-Strategic Planning: A discovery approach to clarify and prioritize goals leading to developing a financial plan and tailored investment strategy to achieve those goals.
-A Tailored Investment Approach: Based on a tailored investment strategy, a risk management and asset allocation framework, and leveraging best-in-class global resources to manage client portfolios.
-A Focus on Service: Providing a higher level of service to a smaller, select number of clients; ongoing education and guidance; frequent communication of timely, relevant, actionable information; and prompt responsiveness.
-Continuous Improvement: I am committed to continuously expand my knowledge and expertise to provide my clients the best thinking and solutions available to meet their needs in increasingly complex and ever-changing market conditions. I integrate experience and expertise garnered from working directly with my clients with select industry education & training, included in my certification below.
While I have the capabilities and resources to meet the broad-based needs of my clients. I am particularly adept at providing these services: Small Business Healthcare and Retirement Planning, Wealth Accumulation & Distribution, Portfolio Management, Financial Planning and Retirement Planning.
I welcome the opportunity to meet with you to learn about your unique situation and explore whether I can be of benefit to you. Please feel free to contact me at (860) 680-1708 or firstname.lastname@example.org.