A big-picture view of your financial future

At Lattig Scott Wealth Management Group, we see our role not only as financial advisors but also as educators. In fact, many of our best clients come from the education profession – they are people who value learning, knowledge and the chance to explore different options in order to decide which one of the many is right for their personal situation.

Making sure our clients fully understand and can confidently make decisions based on knowledge is important. In order to gain such self-confidence and assuredness, our clients need to know what applies to their situation and why.

Ultimately, our goal is to put strategies in place to not only diligently pursue your goals, but to look out for the financial well-being of you and your loved ones. We’ll take the time to work with the next generation of your family, under your direction, and ensure you are well-informed and knowledgeable about the choices you make – and why it all matters.