01. Our Why
Our purpose is to help people achieve clarity and flexibility through comprehensive wealth management. At the heart of this why is our guarantee—we will never encourage a client to do something with their money that we wouldn't do ourselves.
02. Who We Serve
We specialize in serving retirees, high earners, and professionals in Texas and Southwest Colorado who value a long-term, trusted relationship with an experienced wealth advisor. Our clients appreciate a personalized approach to wealth management and the tangible value we deliver over time. In addition to working with individuals and families, we bring deep expertise in managing portfolios and investments for small endowments and nonprofit organizations.
03. Our Philosophy
We believe the best investment strategy is one you can stick with. That’s why we combine active and passive approaches within a long-term plan built to endure. It’s steady, flexible, and designed to keep you invested—even when markets get rough—because staying the course is how compounding works its magic.
Our Services
Comprehensive Financial Planning
Tax liability Mitigation Planning
Asset Preservation & Risk Management
Retirement Cash Flow Planning
Investment Management & Oversight
Estate Planning
Testimonials
My experience with Scott Strategic Investments comes down to one word: TRUST. Working with and collaborating with this amazing team of knowledgeable, experienced, caring, dedicated, straightforward, and honest investment educators is a privilege. I have learned so much working with them and as a result, I have peace of mind with my investment choices.
Selecting a financial advisor that I can trust with the necessary expertise and develop a relationship with a company that understands my needs was of paramount concern when selecting a financial advisor. I have been working with Robert Scott and his team for over 35 years and could not be more thrilled with my decision. Trust, savvy guidance and a no-nonsense disciplined approach has put my investment and retirement goals and objectives closer than I ever imagined. I have referred friends, family and now my children to Scott Strategic Investments. Way to go, Scott Strategic Investments.
Scott Strategic Investments has proven to me since day one, that they are the perfect company to manage my portfolio. They have established a phenomenal track record of financial savvy, and are extremely knowledgeable in maximizing every aspect needed to grow my portfolio. On top of all that, they are the epitome of honesty and integrity.
Scott Strategic Investments has proven to me since day one, that they are the perfect company to manage my portfolio. They have established a phenomenal track record of financial savvy, and are extremely knowledgeable in maximizing every aspect needed to grow my portfolio. On top of all that, they are the epitome of honesty and integrity.