Scott Wellens (CFP®)
Scott Wellens focuses in the
following client markets or areas of practice:
- Baby Boomers
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Baby Boomers
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
As an independent, fee-only, registered investment advisory firm, we are dedicated to coaching clients toward a holistic view of wealth and family stewardship.
At Fortress Planning, we serve successful family stewards. A family steward is anyone who watches over their family, makes sacrifices for their family, protects their family, or works for their family. Husbands, wives, partners, parents, grandparents, children and siblings; anyone who feels family is the most important thing: that is a family steward.
We made the decision to work with successful family stewards because we too are family stewards. We know the unique wealth challenges family stewards face. Our work with families and individuals is about so much more than investing. It is about creating a customized plan for where you are now and where you want to go. It is a blueprint for your family fortress, for exceptional security and financial freedom for your family.
Being a family steward is a difficult task. It is distracting, stressful, and sometimes frightening. Let us take one thing off your plate: stop feeling guilty that you do not have all the answers! Your job is to keep taking care of your family. Our job is to help you create a plan.
Additional Information
Scott resides in Menomonee Falls with his family. He is the father of three active and independent daughters who keep him on his toes. Scott is an active community member, serving on the Hamilton Education Foundation Board and leading the All Pro Dad’s group at their local elementary school. Scott enjoys spending his free time visiting state parks with his family, reading, and watching the Milwaukee Bucks and the Green Bay Packers win ball games.
Scott's mission is simple: to help other family stewards build and maintain their family fortress.
Scott brings energy and passion to the financial planning profession. Listen to his show The Best In Wealth Podcast!
NAPFA Start Date
September 03, 2019
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