President
CurrentScott is the President of BRAVE Family Advisors, a fee-only Registered Investment Advisor. He provides advice on wealth management solutions, retirement planning, and saving for higher education and manages investment accounts for individuals, institutions and non-profit organizations. Together with his partners he helps affluent clients address their five biggest concerns: growing and preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.Brave was founded in 1992 and now serves approximately 200 families, individuals, businesses, and institutions who have entrusted it with over $400 million in assets. They use a consultative process to gain a detailed understanding of their clients' deepest values and goals. They then employ customized recommendations designed to address each client's unique needs and goals beyond simply investments.Successful individuals/families/businesses/organizations work with Brave to:- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.- Make smarter decisions in today's uncertain political, economic and social environment.- Obtain an independent second opinion on any/all aspects of their financial lives.
