Samuel Scott (AAMS, CFP®, CRPC®, JD, MA)

Samuel Scott focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Areas of Expertise: Portfolio Management of Balanced Accounts (Equities, Bonds, Cash), Portfolio Management of Fixed-Income Accounts, Personal & Business Financial Planning, Qualified Retirement Plans, Personal Trust Management Services, Corporate Trust ("Directed Trusts") Management Services

Our team of advisors, Certified Financial Planners, and attorneys are here to help you implement holistic financial strategies.  While we are experts in asset management and financial planning, we can work closely with our client's other professionals (CPA, Attorney) to implement holistic wealth management solutions. 

For more information about our firm's philosophy, to view our biographies, or to examine our services, please visit our website.   

Additional Information

At Sunrise Advisors, our family works with you and your family to effectively and efficiently manage your wealth – and to transfer your wealth and value systems to the next generation.  In short, we assist you in maximizing your resources to achieve the things that are truly important to you and your family.  The reliability, consistency, and continuity of our organization ensures we will be around to work with our clients and their families for generations to come. 

Upon meeting with us, many people find our conservative investment approach, the structure of our firm (family-based), our experience, and our pricing schedule (amongst the lowest in the industry) to be both unique and refreshing.  At Sunrise, we are never too busy to meet with you or someone you care about.  We look forward to sharing our philosophy, elaborating on our process, and discussing your vision with you. 

NAPFA Start Date

February 28, 2008


This Office

3710 W 135th St Leawood, KS 66224-7611 Phone: (913) 681-0215 Fax: (913) 681-0429

Other Offices

49130 Rancho Pointe By Appointment Only La Quinta, CA 92253-9207 Phone: (913) 681-0215