SCOTT WELLENS, Author at Best in Wealth

094 – 3rd Quarter 2017 Stock Market Review

By SCOTT WELLENS | 10/13/2017 |

Today we go over the 3rd Quarter 2017 Market Review. CLICK HERE FOR THE – Quarterly Market Review Q3 2017

093 – Risk defined

By SCOTT WELLENS | 10/06/2017 |

This is part 9 of a 10 part series about behavioral finance.

092 – Diversification Means having to Say Your Sorry

By SCOTT WELLENS | 09/22/2017 |

This is part 8 of a 10 part series about behavioral finance.

091 – Excess Is Never Permanent

By SCOTT WELLENS | 09/08/2017 |

This is part 7 of a 10 part series about behavioral finance.

090 – Forecasting is for Weathermen

By SCOTT WELLENS | 08/25/2017 |

This is part 6 of a 10 part series about behavioral finance.

Scott Wellens, CFP® is an investment advisor and founder of Fortress Planning Group. After earning his Bachelor of Science degree from the University of Wisconsin-Oshkosh, Scott quickly ascended to become a Vice President of North American Sales at a major regional provider of telecommunications infrastructure. While financially successful in this role, Scott searched for ways to pursue his passion related to financial literacy and providing financial freedom for both his own family and others. During his search, Scott became curious about the significant gap he found in the financial services sector: he was unable to find a comprehensive financial planner that maintained a family stewardship lens without being attached to financial products. Scott decided to fill that gap by creating his own planning firm that maintains a strong passion for comprehensive, unbiased wealth planning that is genuinely client-centered.

Scott resides in Menomonee Falls, WI with his family. He is the father of three active and independent daughters who keep him on his toes. Scott is an active community member, serving on the Hamilton Education Foundation Board, serves as a Dave Ramsey Financial Peace facilitator and leads the All Pro Dad’s group at their local elementary school. Scott enjoys spending his free time visiting state parks with his family, reading, and watching the Milwaukee Bucks and the Green Bay Packers win ball games.