Our team specializes in managing the needs of succesfful families and top-of their-field professionals who, amount other things, aspire to a work-optional lifestyle and have the desire towards securing a family investment legacy.
President and Wealth Manager
As President and Wealth Manager, Scott specializes in helping clients bring all pieces of their financial lives together. He works at the executive level to set wealth management strategy, provide advice and guidance to clients and...
Research and Planning Coordinator
Nate provides research for Eastgate Financial Group as well as assisting in portfolio administration. His lifelong love for economics and current events brings valuable insights into market trends and long-term outlooks. His support...
As needed, we take a collaborative approach with other professionals. Providing additional outside resources is part of our process to help you pursue your wealth and lifestyle goals.
Our Outside Alliances Include:
Alliances above are referrals only and not affiliated with LPL Financial or Eastgate.