SCOTT Private Wealth was founded in 1998 as an independent wealth management firm providing wealth management solutions to high-net-worth individuals. For 25 years, the focus on building relationships with clients and helping them achieve financial independence flourished. Their close alliance with SCOTT Insurance Company, whose footprint expands across four states in the Mid-Atlantic region, aided client growth.
Recognizing that continued growth requires investment in people, resources, and technology, Scott Private Wealth joined Prosperity Advisors at the beginning of 2024.
We believe our alignment of culture, values, and consultative approach with our clients, backed up by an expanded team of qualified and experienced personnel, will only enhance the service and positive outcomes our clients desire.
Both firms desired to maintain SCOTT Private Wealth's legacy and reputation. Thus, we decided to join with Prosperity within the Mid-Atlantic region.
SCOTT Private Wealth is now SCOTT Private Wealth, powered by Prosperity Advisors.
Prosperity Advisors, founded in 1989, is a team of financial professionals dedicated to helping their clients successfully and confidently achieve their life goals. Prosperity is headquartered in Overland Park, KS, a Kansas City suburb, and has a national reach and a strong desire to make the southeast and mid-Atlantic a focal point of future growth.
Prosperity Advisors has a deep bench of credentialed advisors who are CERTIFIED FINANCIAL PLANNER™ professionals, committed to the success of its clients. Prosperity puts a high value on knowing each client personally and developing a trusted relationship.
We are focused on helping each client define their personal financial goals and developing a plan that leads them confidently into the future. Prosperity Advisors incorporate all elements of financial planning including retirement planning, tax planning, estate planning, insurance, college planning, and investments. In addition, we have advisors with practice specialties that include business ownership, philanthropy, divorce, and more.
Prosperity Advisors also has a credentialed and experienced investment team, led by Brett Jergens, CFA, CFP®. Brett and his investment team will monitor and evaluate your managers while providing guidance using extensive market, economic, and investment research to create growth opportunities while managing downside risks.
We hope you’ll take some time and look around our website now that you are here. We’d love to hear from you and look forward to partnering with you to help you live a confident life.