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WhelanScott Asset Management

WhelanScott Asset Management


Mission Statement:  We are devoted to serving our clients. 

At WhelanScott Asset Management, we provide independent financial advice, develop innovative solutions and build relationships of trust.  Our business model focuses on asset protection and investment management.  In the end, our goal is to help achieve client confidence as they work toward their dreams of financial independence.  We believe the items below differentiate us from others.

Client’s interest first:

Our client's best interests are paramount.  As a financial services firm, special interests do not and cannot exist.


We are an independent financial organization and therefore have access to some of the top financial service organizations available.  This allows us access to a large array of products that are in the client's best interest, NOT ours!


To use medieval times as an analogy... before a castle is built, you must first build the moat.  Wealth and/or a financial strategy can quickly fall apart if protection is overlooked or ignored.  Erroneous factors we want to protect against include: liability, taxes, inflation, disability, health, assisted living and/or nursing home services and premature death.

Industry leading solutions:

We have the wisdom and insight to recognize different financial options available.  We want to focus on the unique qualities of our client's life.  We understand the needs of today and help prepare for tomorrow.  That's where we see the greatest value of us to you.  We help you make the most of your money, so you can get on with the rest of your life.