Planning for the future takes knowledge and experience. Whether we know it or not, we all have a financial plan, written or unwritten.
Having a professional able to adjust the plan’s direction when needed is like having a captain at the helm of your financial ship. Small changes now can mean big results in the future. Jim has been helping clients, individuals, families and businesses reach their financial destinations for over 20 years.
With a background in accounting and marketing from Bentley University in Waltham, MA. Jim pursued a new vision of wealth management. He saw the banks, the insurance companies, the investment firms, and the tax professionals all helping the client, but seldom comprehensively. Jim’s vision of wealth management was to bring it all together.
Armed with this philosophy of comprehensive financial advising, Jim worked with several companies through the years. Starting out as a regional manager for an affiliate of Citigroup and later co-founder and treasurer of Health & Wealth, Inc but now, after many years of experience in the financial services industry, Jim is taking this vision to his clients. Currently, Jim is a financial advisor with Alden Investment Group licensed with series 7,6,22,63, and 65 and founder of Scott Agency,LLC, licensed in Life, Health, Property and Casualty insurances as well as AHIP certification for Medicare health plans. Knowledge and experience in investments and insurance, life insurance and annuities, tax and accounting, health and Medicare insurance and more. Jim is not just a financial advisor but your financial captain ready to help you on your financial journey.
Outside work, Jim enjoys spending time with his family, leading bible study, playing guitar and piano, songwriting, photography and archery.
