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Helping Families Align Their Finances with Their Faith and Beliefs

Scott Wells, CFP®, CKA®, is an independent financial advisor providing clients with comprehensive and customized financial planning strategies based on their individual needs.  He believes everyone needs a personalized financial plan to demonstrate where they are, chart their desired destinations, and propose how to get there.  In acting as a fiduciary and a steward for his clients, Scott is dedicated to helping clients effectively align their finances with their beliefs and higher purposes.  His integrity, intelligence, responsiveness, and decades of experience serve clients well.

Scott works with individuals and families in the Charleston, South Carolina area, and other client locations.  Contact him today to learn more about how he can help you pursue your financial finish line.


FAMILY

Important financial goals often include raising children or supporting parents or family members. First you have to take care of yourself.

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LEGACY

Your presence and reputation are defined by your actions, and by the people and groups you influence

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CONCEPTS

This site concentrates on strategies that help you efficiently and effectively align the steps in Your Financial Journey with your goals.

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