Scott Snow (financial advisors) LLC serves a distinct client profile: Whether prosperous entrepreneur, successful corporate leader, rising professional or inheritor of family wealth, our clients share common characteristics. They have accumulated substantial capital. They are focused on making money and lack the time and knowledge to most effectively manage it. They are concerned about the repercussions of suboptimal financial decisions and welcome advice in making them. Often, clients are also concerned about placing their financial affairs with someone their survivors trust. Many are facing transition of their assets, such as a business sale or liquidation. Giving back to the community via a philanthropic legacy is a frequent desire. All want excellent service and hand-tailored solutions.

Below are a list of starter questions to assist you in considering the effectiveness of your current financial situation. We invite you to scan them as a first step in getting to know how Scott Snow (financial advisors) LLC might provide the distinctive level of advice and service that you seek.

Are you sitting on too much cash without a disciplined investment strategy?

Are your investments structured to minimize income taxes? Should you invest in taxable or tax-free bonds?

Are you curious about some of the new and emerging financial instruments and products? Are they appropriate strategies for you?

Should you proactively rebalance your portfolio, rather than buy and hold and reinvest dividends? When is the right time to exit various holdings

Are you paying the alternative minimum tax (AMT)? What tactics have you employed to reduce the AMT?

Are you contributing cash to your favorite charity each year? Should you consider utilizing highly appreciated assets instead?

Should you pay off your mortgage or invest?

Is your insurance adequate, appropriate and reasonably priced?

Do you have one financial advisor who can field all of your questions and get you answers? Would this simplify your life and reduce stress?