Broker Check

Welcome! We’re so glad you’re here. I wanted to share my story with you and share some exciting news with you.

As I, and my Scott Private Wealth team, have been thinking about our responsibility to you and our team, a few key thoughts and questions came to mind. Most importantly, how do we ensure our clients and their families are well-cared for long after we’re gone?  That was quickly followed by, “With whom can we align ourselves that holds similar values and ideals, is service and planning focused, treats their clients and staff with care and respect, emphasizes education and growth of their staff and has a firm with a history of growth and a solid business and financial foundation?”  

After months of long discussions, onsite visits, and due diligence of several firms, we are excited to share with you that we are partnering with a longtime friend and close business ally, Paul Ewing, CFP® and his firm, Prosperity Advisors.  Paul and I have had the privilege of a two-decade friendship as well as long-tenured community within Cetera Advisors.  

As our due diligence progressed, Prosperity Advisors kept rising to the top as they simply checked all the boxes of what we were looking for in a strategic partner.  Trust, integrity, service and a deep bench of credentialed advisors to name a few.

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.  The Scott Insurance footprint in this area also made this partnership a natural fit. 

I am proud to introduce you to the new SCOTT Private Wealth, powered by the Prosperity Advisors team.

We are so honored that Scott has chosen Prosperity Advisors to continue supporting you and your plans in pursuing your financial goals.

Scott deeply cares about you, his clients and friends, and we appreciate his trust in our team to serve you. Our common affiliation with Cetera Advisors means a seamless transition so very little will change. 

Prosperity Advisors has a deep bench of credentialed advisors who are CERTIFIED FINANCIAL PLANNER™ professionals, all of whom are equally committed to the success of Scott’s clients. Like Scott, we put 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 incorporates 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 small business, military/veterans, and 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 risk. On accounts we manage directly, our team uses a four-cornered approach of index funds, focused mutual funds, ETFs and individual stocks.

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.

Click here to meet the entire Prosperity Team.

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