Scott Strategic Investments

About Us

Scott Strategic Investments is a wealth management and financial planning firm serving Montgomery County and surrounding areas. We specialize in retirement planning, tax-efficient investment strategies, Roth conversions, portfolio management, estate planning coordination, and business owner planning. Our team provides personalized advice designed to reduce taxes, grow and protect wealth, and create sustainable retirement income. We work closely with CPAs and attorneys to deliver integrated financial solutions. Our mission is to bring clarity, confidence, and long-term financial security to every client relationship.