Scott Frey (CFP®)

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

Cash Flow/Budgets/Credit Issues

Divorce Planning

Investment Advice with Ongoing Management

LGBT Couples and Families

Retirement Plan Investment Advice

Tax Planning

Planning Specialties

Wealth Management, investment management, comprehensive financial planning for executives and small business owners and settlement trusts

Additional Information

In somewhat atypical fashion, I came to financial planning via philosophy. During my years at New York University my focus was in metaphysics. However, it is precisely this love for engaging in life’s deeper questions that drives me to be a financial planner. My personal belief has always been that money is never the goal. Money is only a means by which we can do whatever it is we really want to do. And when you think of money as a partner in the pursuit of life’s purposes, its role becomes much more than numbers on page.

My passion is for empowering people to accomplish their goals. Whether it is saving for retirement, funding a child’s education, financing a new home or growing your business, these are critical opportunities for dollars to be maximized.

Let’s create wealth solutions so that finance concerns can move to the periphery and you can focus on what you love most.