For Professionals

Scott Private Wealth Group assists legal, accounting, counseling, mediation, and collaborative professionals and their affluent clients in the analysis of divorce-related financial issues.

Some of the areas with which we can help include:

• Historical Lifestyle Analysis
• Providing case exhibits in the form of spreadsheets and graphs
• Projected Needs Analysis
• Assisting divorcees with the financial reality of their new life
• Providing litigation support to attorneys

legal

Scott Private Wealth Group can add value to your divorce practice.  We will work with you and your client to support negotiation and litigation.  As a member of your team, we will:

• Gather accurate financial data and perform analysis to provide as supporting documentation for negotiation and/or litigation.  Accurate data projections will make for a stronger case.
• Create projections regarding possible settlement options.
• Provide alternatives for financial settlements.  As professionals in the financial planning field, we are up to date with the changing tax laws and financial options that are current in the marketplace. 
• Be a resource when you need answers to tax and financial product questions.  For those firms with whom we maintain a close relationship, we are just a phone call away.  We know your time is valuable and limited. 
• Provide your clients with better understanding of the financial issues, ultimately creating a greater confidence in the financial decisions they make.  Your client will be more satisfied not only with their settlement but with you and your firm.

As financial professionals, we are often the first contact for newly separated individuals.  We are always interested in expanding our referral list, so please contact us to discuss how we can be a referral source for your firm.

mediation

If you are a mediator, Scott Private Wealth Group serves as a valuable resource throughout the mediation process.  We play a neutral role in examining the financial issues associated with divorce, and we help you and the client make sense of the financial documents and tax issues.  Having a better understanding of the financial issues enables all parties to understand the consequences of their financial decisions.

tax / business valuation

If you are a tax valuator professional whose client or potential client is experiencing separation or divorce, Scott Private Wealth Group can help you support them during this difficult transition.  During the settlement process, we will not recommend any products or investment strategies.

mental health

As a mental health professional, you play a critical role in the emotional recovery of your client as they face divorce.  Financial issues can be one of the most stressful and emotionally charged factors during a divorce.  At Scott Private Wealth Group, we work personally with each client to help bring financial stability and direction, and working together with mental health professionals allows for a holistic approach to managing the distressing issues of divorce. 

We often have the opportunity to refer clients to mental health professionals and are always interested in expanding our team with people of integrity who provide services that we do not offer.  Please contact us to discuss how we can work together to add value to your practice.

Scott Private Wealth Group is not affiliated with Multi-Financial Securities Corporation.