Scott Phillips, RIA, LUTCF
With over 30 years in the financial services industry and money management experience, Scott Phillips, principal of Asset Management Consultants, brings knowledge and understanding to his practice to help individuals and small businesses achieve their financial goals through financial planning and wealth management strategies. Scott is a graduate of VCU in Richmond, Va. Scott believes that at the nucleus of a successful retirement plan must be a comprehensive, cohesive financial strategy.
Scott utilizes strategies to reduce or eliminate taxes with all investment options available that fit within current tax laws. Each client is given watchful attention, monitoring their progress and making adjustments as necessary for a changing economic climate.
Through Asset Investment Solutions, LLC, Scott is a Registered Investment Advisor as well as a licensed insurance agent. Scott is a bestselling co-author of “Crash Proof Wealth.”
Scott currently resides in the Charlotte, N.C., area.
Phone: 704-887-3419 | Email: scottp@assetmc.net | Website: www.assetmc.net