Episodes | Best in Wealth

117 – 2018 Stock Market Review

By SCOTT WELLENS | 01/07/2019 |

CLICK Here to read the 2018 Annual Market Review

116 – Why is the Stock Market Freaking Out?

By SCOTT WELLENS | 12/07/2018 |

Why is the stock market freaking out? Is the stock market freaking out more or less than the average year? Find out the answers to these two questions and more in episode 116 of Best In Wealth.

115 – Midterm Elections: What Do They Mean for Markets?

By SCOTT WELLENS | 11/02/2018 |

CLICK HERE to read – Midterm Elections—What Do They Mean for Markets It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain,…

114 – 3RD Quarter 2018 Market Summary….Plus Recent Volatility

By SCOTT WELLENS | 10/12/2018 |

CLICK HERE for Quarterly Market Review Q3 2018

113 – Taking Initiative in your Career Cornerstone

By SCOTT WELLENS | 09/28/2018 |

Do you love your job? If so, great! If you don’t like your job, then listen today and become unstuck.

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.