Helping Heads of Families Optimize the Family Wealth and Impact
Scott Wells, CFP®, CKA®, is an independent financial advisor providing clients with comprehensive and customized financial planning strategies based on their individual needs and resources. He has worked within the CFP Board’s Fiduciary standards and maintained their certification since 2001. The Certified Kingdom Advisor designation equips Scott to apply wisdom from the Bible in planning and investments.
Scott equips clients and their CPAs with financial planning and investment monitoring tools. Daily account updates are paired with future projection reporting and a secure vault for client electronic documents.
Scott seeks to guide clients through the process of establishing their financial, personal, and business goals and help them determine investments that may best match their risk tolerance and objectives. Along with the client's CPA, he strives for tax efficiency - reducing tax rates from over 30, 40, or 50%. His integrity, intelligence, responsiveness, and decades of advising and teaching experience set him in a class of his own.
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 and your family.
Important financial goals often include raising children or supporting parents or family members. First you have to take care of yourself.
Your presence and reputation are defined by your actions, and by the people and groups you influence
This site concentrates on strategies that help you efficiently and effectively align the steps in Your Financial Journey with your goals.