We are a fee-only and independent
financial advisory firm providing
comprehensive wealth management
solutions for high-net-worth individuals.
As a wealthy individual, you are faced with many different options when it comes to managing your finances. The marketplace is flooded with banks and brokerage firms, all claiming to be the best. However, Scott Snow (financial advisors) LLC stands apart for several reasons. We are a fee-only firm, which means that clients pay us to help maximize their wealth. Our firm does not receive commissions, bonuses or incentives from other institutions for referring their services. We are a fiduciary agent for our clients. They work directly with a financial advisor who has deep technical knowledge. Questions usually are answered on the spot without the need to contact another expert, given our exceptionally strong skills and capabilities. Further, we work as adept coordinators when issues arise that require us to call on outside experts – from your team of trusted advisors or from our network of specialists in diverse disciplines, including investments, taxation and law. We sort the entire marketplace to recommend optimal, tailored solutions at the most reasonable cost. We have the controls and structure of a large company without the high overhead. For example, we utilize a highly respected third party as custodian for our clients’ accounts, a firm that has a very strong commitment to security and confidentiality. Most importantly, since we are not tied to any one institution, we can oversee a client’s entire financial situation. We effectively integrate investments with the overall wealth strategy. Other firms may make similar claims regarding their services, responsiveness and integrity. However, the comparison between them and our firm pales with the first meeting, as we demonstrate our expertise, thoughtful approaches and degree to which we assist clients in achieving their goals.