Episodes | Best in Wealth

047 – Nine Elements of World-Class Wealth

By SCOTT WELLENS | 08/05/2016 |

What’s is world class wealth? A world-class inner life. Your outer world, who you are and the quality of your life, is 100 percent determined by your inner world. Your inner world consists of your peace of mind, the quality of your thinking and living authentically. Are you living your true values or doing things based out of fear…

046- Money with John Oliver (HBO) part 2

By SCOTT WELLENS | 07/31/2016 |

Click her to view the you tube video: Last Week Tonight with John Oliver: Retirement Plans (HBO)

045- Money with John Oliver (HBO) part 1

By SCOTT WELLENS | 07/22/2016 |

Click her to view the you tube video: Last Week Tonight with John Oliver: Retirement Plans (HBO)

044 – Quarterly Market Review Q2 2016

By SCOTT WELLENS | 07/15/2016 |

Today we take a look inside the numbers of the 1st quarter global stock markets and see which asset classes performed the best and the worst according to the Indexes.

043 – Seven Roles of an Advisor

By SCOTT WELLENS | 07/08/2016 |

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them. The truth is that no one knows what will happen next in investment markets. And if…

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.