Tax-Advantaged Investing with Asset Location
The allocation of assets between taxable and tax-advantaged accounts, known as asset location, is a tax minimization strategy…
Read Full ArticleScott is senior vice president and wealth advisor of Claris Advisors, LLC, an affiliate of Anders, and has served as a wealth advisor for Claris since 2015. He has a vast amount of experience in assisting clients with portfolio management and financial planning. He specializes in providing comprehensive advice on tax-efficient investing, retirement plans, employee benefit plans and insurance. Working as a fiduciary, Scott has spent his career always putting his clients’ interests first. He has over 15 years of experience in the financial industry and holds several certifications, including Certified Financial Planner™ (CFP).
Joined the firm in 2015
Scott is senior vice president and wealth advisor of Claris Advisors, LLC, an affiliate of Anders, and has served as a wealth advisor for Claris since 2015. He has a vast amount of experience in assisting clients with portfolio management and financial planning. He specializes in providing comprehensive advice on tax-efficient investing, retirement plans, employee benefit plans and insurance. Working as a fiduciary, Scott has spent his career always putting his clients’ interests first. He has over 15 years of experience in the financial industry and holds several certifications, including Certified Financial Planner™ (CFP).
Joined the firm in 2015
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