The individuals and families we work with come from different walks of life, but share commonalities. They want an advisory relationship focused on their best interests. They believe in investing in their current and future financial well-being by making well-informed decisions and trying to achieve the best outcomes possible.

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You may be just starting out on your chosen career path or well into retirement.  You may prefer using technology that has made communicating and working together from distance very efficient or you may prefer in-person meetings (we provide both).  You may be going through a transition such as new employment, a marriage, children, nearing retirement, need assistance with major decisions, or just wish to delegate management of your increasingly complex financial situation.

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Managing Principal Scott Swartz has 16-years. experience working with individuals and families creating and implementing financial strategies.  His expertise includes managing investments, financial independence strategies, strategic tax planning, advising on wealth transitions (inheritance and gifting), assisting with the estate planning process, creating concentrated wealth, employer stock, and restricted share compensation plans, and implementing solutions.

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As a Certified Financial Planner™ Scott works as a fiduciary, always in the best interest of his clients.  His advice, recommendations, and portfolio management are not just appropriate but meet the higher standard of always being in the best interests of those he works with.  CFP® Certificants also abide by a Code of Ethics and Rules of Conduct that require putting clients' interests ahead of their own or any other interests.

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Scott spent 9 years with The Colony Group in Boston, rising from Associate to Partner, before departing for TFC Financial where he spent 7 years, advising families and serving on the firm’s Investment Committee.  He is a graduate of Bowdoin College (B.A.) and UNC-Chapel Hill (MBA) and resides in Boston with his family.  

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