Broker Check

Dedicated To Your Financial Success

Our customized approach is designed to coordinate all aspects of your financial picture into a workable strategy.

Scott J. Menta CFP®, ChFC®, CLU®

As a dedicated professional since 1987, Scott has been helping his clients plan their financial future. Attaining all major industry designations such as CERTIFIED FINANCIAL PLANNER professional (CFP), Chartered Financial Consultant (ChFC®) and Charter Life Underwriter (CLU®), has provided him with the proper perspectives for guiding his clients’ financial thought process. His process begins with a discussion about values. Financial professionals often discuss goals that individuals feel they have or would like to have. Scott’s philosophy is that by exploring what his clients want out of life, what they want for their children and grandchildren and ultimately their worldview, he can uncover their core values. It is then and only then goals can be set. 

Financial Guidance

As a CERTIFIED FINANCIAL Plannerprofessional, Scott has committed to a fiduciary level of responsibility for his clients. The work he accomplishes with families and business owners is based solely on providing tools to help them attain their financial goals and aspirations, while offering the highest level of personal service, investment advice, and ongoing education.

Protecting your Legacy

Build something that outlives you. Scott will help you provide long term security for your family and a blueprint to get you there through spectrum of financial services from growing your wealth to planning your legacy.

Wealth Management

Scott’s creative approach to addressing cash reserves, adequate protection, investments, and estate conservation strategies separate him from other financial professionals.

“Success is driven by the highest quality level of expertise.”

Areas of Expertise

Once your goals have been established, we will customize effective strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Financial Solutions
  • Asset Allocation Strategies
  • Retirement Strategies
  • Estate Conservation Strategies
  • Personal Insurance
  • Business Succession Strategies
  • Cash Flow Management