{"id":12,"date":"2022-06-06T13:03:04","date_gmt":"2022-06-06T13:03:04","guid":{"rendered":"https:\/\/scottmarsh.com\/?page_id=12"},"modified":"2022-08-08T15:09:02","modified_gmt":"2022-08-08T15:09:02","slug":"who-we-serve","status":"publish","type":"page","link":"https:\/\/scottmarsh.com\/who-we-serve\/","title":{"rendered":"Who We Serve"},"content":{"rendered":"

[vc_row content_placement=”middle” css=”.vc_custom_1654608016975{padding-top: 5% !important;padding-bottom: 5% !important;}”][vc_column width=”1\/2″][vc_column_text]<\/p>\n

We understand that each of our clients has unique goals.<\/h4>\n

We\u2019re here to understand your needs and ambitions regarding your money so that we can\u00a0help you find your unique path to a legacy of financial success.<\/h4>\n

[\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”619″ img_size=”large”][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” gap=”35″ content_placement=”middle” css=”.vc_custom_1659899701778{padding-top: 60px !important;padding-bottom: 60px !important;background-color: #000000 !important;}” el_class=”content”][vc_column width=”1\/2″][vc_single_image image=”606″ img_size=”large” alignment=”center”][\/vc_column][vc_column width=”1\/2″ css=”.vc_custom_1654776043272{padding-top: 0px !important;}”][vc_column_text css=”.vc_custom_1654608315742{margin-bottom: 0px !important;}”]<\/p>\n

We work with\u2026<\/span><\/h2>\n
Pre-Retirees\/Retirees<\/span><\/h5>\n

We can help you live out your retirement years the way you want to while helping you build a financial legacy for future generations.<\/span><\/p>\n

Ultra-High Net Worth Families<\/span><\/h5>\n

For families and individuals with $30 million dollars in investable assets, we can help you continue to grow your wealth and put it to work toward your goals for the future.<\/span><\/p>\n

Widows\/Divorcees<\/span><\/h5>\n

If you\u2019ve lost a spouse through death or divorce, we can help you sort through this confusing time and make sure you are financially protected for the future.<\/span><\/p>\n

Professionals\/Young High-Income Earners<\/span><\/h5>\n

Professionals and young people who earn a six-figure income can benefit from our long-term financial planning, allowing them to grow their wealth as they continue to accumulate, plan for their future, and begin building a financial legacy for their future families, loved ones, or favorite charitable causes.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1654776209606{padding-top: 5% !important;}”][vc_column][vc_row_inner][vc_column_inner width=”1\/12″][\/vc_column_inner][vc_column_inner width=”10\/12″][vc_custom_heading text=”Our services are designed to evolve with our clients\u2019 financial needs, circumstances, and requirements.” font_container=”tag:h2|text_align:center” use_theme_fonts=”yes”][\/vc_column_inner][vc_column_inner width=”1\/12″][\/vc_column_inner][\/vc_row_inner][vc_row_inner content_placement=”middle” gap=”35″ css=”.vc_custom_1654776226596{margin-top: 40px !important;}”][vc_column_inner width=”1\/2″][vc_column_text]<\/p>\n

We are uniquely structured to serve:<\/h3>\n