Scott Sturgeon (CFP®, JD, MBA)
Scott Sturgeon focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Millennials
- Business Owners
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Millennials
Planning Specialties
Scott works with a variety of clientele, but has a particular focus in helping physicians and business owners with their unique needs & objectives.Additional Information
Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. Having worked for over a decade in the wealth management and financial planning space, Scott helps clients align their finances with what's most important in their lives. Whether it be tax planning, risk mitigation, cash flow and business analysis, estate planning or investing, Scott creates value for clients encompassing a variety of financial planning & wealth management areas. Scott received his bachelor’s degree from the University of Kansas, as well as a law degree and MBA from The University of Missouri – Kansas City. Scott is a CERTIFIED FINANCIAL PLANNER ® professional, meaning he acts as a fiduciary for his clients at all times. In his free time, Scott loves spending time with his wife, daughter and Mini-Australian Shepherd Birdie. An avid outdoorsman, Scott enjoys fishing, hunting, hiking, traveling, and rooting for the Kansas Jayhawks. Scott is also actively involved in the charitable community of the greater Kansas City area by volunteering with The Alzheimer’s Association’s Heart of America Chapter in Kansas City and formerly sitting on the Board of Directors for The Front Porch Alliance.NAPFA Start Date
January 04, 2022
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