Scott Bern

Personal relationships. Global resources.

We take the time to learn about you

I help individuals and families define and achieve their current and future financial goals. I offer my clients objective financial advice for accumulating and managing wealth prior to retirement. The financial choices I offer are truly unique and are tailored to the client’s specific risk and return profile. Once in retirement I present clients with strategies for converting wealth to income. Whether saving for education or retirement, or going through the estate planning process, I pride myself on making recommendations based on an individual’s specific needs.

Managing your money, making it grow, protecting it and using it to your best advantage can take considerable time and expertise. This is why many affluent people and families depend on financial advisors like me for professional assistance. Perhaps you are also looking for professional help achieving the results and minimizing risks.

I will work with you to develop strategies and deliver personalized solutions for accumulating, protecting and transferring wealth — in addition to using your wealth to help create an income stream during retirement. My methodical approach to providing wealth management services can help simplify your life.

Global Insight 2025 Outlook: Beyond the Horizon

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »