Episodes | Best in Wealth

3rd Quarter 2019 Stock Market Review, Ep #131

By SCOTT WELLENS | 10/11/2019 |

CLICK Here to Read 3rd Quarter 2019 Stock Market Re

The ONE Thing You Need to Teach Your Adult Children! Ep #130

By SCOTT WELLENS | 09/27/2019 |

Do you have adult children? What do they actually know about money? There is ONE thing they need to know. Listen today and find out. Click HERE and read the Forbes article Scott was quoted in last week: “How To Become a Millionaire In Your 30’s”

A Tale of Two Decades, Ep #129

By SCOTT WELLENS | 09/13/2019 |

The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings. And focusing on known drivers of higher expected returns can increase…

Key Questions for the Long Term Investor Part 2, Ep #128

By SCOTT WELLENS | 08/16/2019 |

Episode #128

Key Questions for the Long Term Investor Part 1, Ep #127

By SCOTT WELLENS | 08/02/2019 |

Episode #127

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.