Episodes | Best in Wealth

087 – 2nd Quarter 2017 Stock Market Review

By SCOTT WELLENS | 07/22/2017 |

CLICK HERE TO READ THE Q2 2017 Stock Market Review

086 – If You’re Excited, it’s a Bad Idea

By SCOTT WELLENS | 07/14/2017 |

This is part 3 of a 10 part series about behavioral finance.

085 – Trouble is Opportunity

By SCOTT WELLENS | 07/08/2017 |

This is part 2 of a 10 part series about behavioral finance.

084 – You Control What Matters Most

By SCOTT WELLENS | 06/30/2017 |

This is the start of a 10 part season on behavioral finance. Do not miss the kickoff episode and take the first step in shrinking the behavior gap to increase your investment returns.

083 – 7 Steps to Financial Peace

By SCOTT WELLENS | 06/23/2017 |

Do you have debt? If so, are following the steps from the authority on getting out of debt – Dave Ramsey. Today we discuss these steps within the context of a listener’s situation.

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.