WHO WE ARE

Guiding Your Wealth. Protecting Your Future.

$28.90M

Assets under management

$6bn

Saved for clients annually

90%

Repeat clients or referrals

120+

Professionals

VALUES

Built on Integrity. Committed to Your Success.

We believe that true financial guidance is built on trust, clarity, and a deep understanding of what matters most to you. At Scout Wealth Management, we go beyond traditional advisory work by delivering strategies that protect your future and support your long-term goals. We commit to providing informed, transparent, and personalized guidance, empowering you to make confident decisions in every stage of your financial journey. These core values reflect who we are and how we serve.

Integrity

We maintain the utmost commitment to honesty and transparency in all our actions. Each recommendation we provide is rooted in your best interest, guided by ethical standards that safeguard and prioritize your financial goals. Our clients rely on us because we consistently do what’s right.

Client Focus

Our clients are at the center of every decision. We take time to understand your goals, challenges, and values, then build a plan that reflects what matters most to you. Whether you’re growing your business or securing your family’s future, our commitment is to provide clarity, confidence, and personalized support every step of the way.

Risk Resilience

We help you prepare for the unexpected. By understanding your unique risk profile, we design strategies that protect your wealth while keeping your long-term objectives on track. From market fluctuations to life transitions, we focus on building financial resilience so you can face uncertainty with confidence.

Expertise

Our team brings together decades of experience across wealth management, tax strategy, and business planning. This integrated expertise allows us to deliver thoughtful, data-driven guidance that adapts to your evolving financial landscape. We don’t just manage wealth, we help you make informed decisions that build lasting success.
OUR HISTORY

Here's How We Got Started

The Beginning

Our story begins in 1950, when John Doe founded our third-generation financial planning firm.

Acquisition

Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.

Partnership

Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.

Expansion

Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.

CONTACT US

Get in Touch

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Call us at 844-839-9100 or fill out our form, and we’ll contact you within one business day.