Episodes | Best in Wealth

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

By SCOTT WELLENS | 08/02/2019 |

Episode #127

2nd Quarter 2019 Stock Market Review, Ep #126

By SCOTT WELLENS | 07/21/2019 |

Click Here to view the 2nd Quarter 2019 Stock Market Review

You Need to Know These Things Before Retirement, Ep #125

By SCOTT WELLENS | 06/28/2019 |

Episode # 125

Stay in Control! Ep #124

By SCOTT WELLENS | 05/31/2019 |

Episode #124

Making the Most of Your 401(k), Ep #123

By SCOTT WELLENS | 05/17/2019 |

Do you have doubts about how your 401(k) is invested? Listen now find out how you should be allocating your 401(k) and how much you should be investing.

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.