Rushing Scott Wealth Management LLC adds simplification to the complex details of managing wealth. We provide integrated financial independence planning and develop customized investment strategies that grow with our client’s ever changing lives. Our focus is on customized strategies 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

 


Our Commitment

Our commitment to our clients extends far beyond the normal broker-investor relationship.  Our wealth management program is a life-planning partnership aimed at helping you pursue your long-term financial objectives.  It is a unique program that offers you direct communication with the investment professionals managing your assets.  For more information about the wealth management program and our investment style, please contact us directly.


Our Guiding Values

knowledge

Knowledge

Use our range of skills, education, and industry experience to provide you with informed financial direction.

support

Support

Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.

integrity

Integrity

Our role as your valued financial professional is one we don't take lightly. We strive to meet every interaction with care and professionalism.


Ready to see how a customized financial plan can help bring you closer to your goals? Schedule a meeting to get started.

Contact us