Rushing Scott Wealth Management

Rushing Scott Wealth Management LLC adds simplification to the complex details of managing wealth.  We provide integrated financial independence planning and develop customized investment portfolios that grow with our client’s ever changing lives. Our focus is on innovative strategy and seamless implementation of our client’s individualized plan. We also coordinate and work closely with other service providers to provide the following areas of assistance:

  • Investment due diligence, management, and portfolio construction
  • Financial Independence planning
  • Estate planning and wealth transfer
  • Education, and specific goal/need planning
  • Personal budgeting and cash flow
  • Life and disability insurance consulting
  • Business investment analysis and succession planning