Episodes | Best in Wealth

102 – Diversify Like a Family Steward

By SCOTT WELLENS | 05/25/2018 |

Do you know what the four levels of family steward diversification are? Do you know if you are diversified like a family steward. CLICK HERE to view The Case for Global Diversification

101 – Investing Perspective

By SCOTT WELLENS | 05/20/2018 |

Do you want to have a successful investment experience? It all starts with investing perspective. Click below and download the chart and listen to episode 101 for stock market perspective. Click Here for a chart about stock market Perspective

100 – Should I buy Bitcoin?

By SCOTT WELLENS | 01/21/2018 |

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania? December 2017 Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money,…

099 – 2017 Market Review

By SCOTT WELLENS | 01/09/2018 |

Tune in today for Scott’s 2017 market review. Click here for Q4 & 2017 Yearly Market Review

098 – Catchphrase Investing

By SCOTT WELLENS | 12/15/2017 |

The financial media is drawn to catchphrases, acronyms, and buzzwords that can be sold as the new thing. FAANG (Facebook, Apple, Amazon, Netflix, and Google) is the latest of these. But does this constitute an investment strategy? For journalists, commentators, and marketers, acronyms like FAANG…

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.