Founder & Senior Wealth Advisor

Scott Sturgeon, JD, CFP®

Scott is a seasoned financial advisor helping clients navigate their financial lives and attain the things that are most important to them.

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About Scott Sturgeon

Scott is a CERTIFIED FINANCIAL PLANNER® who specializes in helping physicians and business ownersachieve their financial goals. With over a decade of experience in the financial services industry, he has a proven track record of providing sound financial advice and strategies tailored to each client's unique situation.

Expertise

Scott's expertise includes retirement planning, investment management, and tax optimization. He believes in a holistic approach to financial planning, ensuring that all aspects of a client's financial life are considered.

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Blogs From The Author

Explore articles on financial planning, investing, and tax strategy for physicians and business owners.

Debt Management Tips
Insights

Top Debt Management Tips

Learn effective tips for managing and reducing debt.

Scott Sturgeon, JD, CFP®
October 10, 2023
Investment Basics
Finances

Investment Basics for Beginners

New to investing? This beginner's guide covers stocks, bonds, ETFs, mutual funds, and real estate along with key concepts like diversification, asset allocation

Scott Sturgeon, JD, CFP®
October 15, 2023
Tax Planning Tips
Taxes

Essential Tax Planning Tips

Discover essential tips for effective tax planning.

Scott Sturgeon, JD, CFP®
October 20, 2023

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