Hi, my name is Scott, and I'm the host
of Best In Wealth

Scott Wellens, CFP® is a Milwaukee, WI fee-only financial planner who works with clients virtually in all states. Fortress Planning Group provides comprehensive wealth management plans, including investment management and retirement planning, to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Wellens is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.


My background

Scott Wellens is the founder of Fortress Planning Group - an independent, fee-only, registered investment advisory firm. Fortress Planning Group is dedicated to coaching clients toward a holistic view of wealth and family stewardship. Scott is a certified financial planner, a fiduciary and has been quoted in the industry’s leading websites including Forbes, Business Insider and Yahoo Finance. Scott is also a Dave Ramsey Smartvestor Pro in the greater Milwaukee and Madison areas.

My mission

Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work with family stewards because I am one; I have become an expert in the unique wealth challenges family stewards face.

What to expect from Best In Wealth

Tell people what to expect from your show, and when.

  • Publishes at 8 am central every other Friday
  • Shows are short usually last 20 minutes, give or take a few
  • First few minutes is a story that relates to the rest of the show
  • Each show has a “topic of the day”
  • Topics include investing, retirement, goals, building wealth, etc

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when a new episode is released!