Our Firm
For more than 20 years, Tom Whelan and Walter Scott have been helping families and businesses achieve their financial goals.
At WhelanScott Asset Management we offer professional advice and personalized service. Every client has their own unique circumstances and we will work with you to design a plan that fits your specific needs. We are focused on protecting and managing assets and preparing you for life's unexpected occurrences.
Our approach has a comprehensive wealth management focus with an emphasis on retirement planning, investments, risk management, estate conservation and strategic tax solutions. After we have established your plan, we will implement your strategy and make adjustments as needed when the financial landscape changes or if you alter your goals or priorities.
We develop a lifelong relationship with our clients that often extends to the next generation. The foundation of that relationship is open and honest communication and an ongoing commitment to your financial success.