Scott MacKenzie (CFP®, CIMA®, CLU, MBA)


Scott MacKenzie focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- College/Education Planning
- Divorce Planning
- Entrepreneurs
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- College/Education Planning
- Divorce Planning
- Entrepreneurs
Planning Specialties
Holistic Wealth Management
Retirement Financial Planning
Estate Financial Planning
Portfolio Management
Alternative Investments
Risk Management
Cash Management
Additional Information
Our team doesn’t just want to manage your wealth portfolio—we strive to be a guide and an asset to your entire financial well-being. We succeed when your family succeeds, and we’re invested in helping you discover what life has to offer when your assets are managed wisely.NAPFA Start Date
November 22, 2024
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.