PAGOSA SPRINGS, Colo.--(BUSINESS WIRE)--Scott Strategic Investments, a leading independent wealth management firm, proudly announces the acquisition of Starr Financial. This acquisition will integrate Starr Financial into Scott Strategic Investments' operations, continuing Scott Strategic Investment’s focus on comprehensive financial planning and investment management.
"We are delighted to welcome Glen, his staff, and, most importantly, the clients of Starr Financial to our extended family," said Bob Scott, President of Scott Strategic Investments. "This merger underscores our commitment to providing excellence in comprehensive wealth management and ensuring business continuity for Glen and his long-standing clients."
Glen’s Continued Involvement
Glen will remain a vital part of the Scott Strategic Investments team, ensuring his expertise and familiarity with his clients' financial needs are maintained.
About Scott Strategic Investments
Established by Bob Scott, CFP®, in 2007 in Pagosa Springs, Colorado, Scott Strategic Investments specializes in comprehensive wealth management, including investment management, tax planning, financial planning, retirement income strategies, and legacy planning. Scott Strategic Investments is dedicated to helping clients pursue their financial goals through tailored strategies and dedicated support.
About Starr Financial
Founded by Glen Starr, CFP®, in Conroe, Texas, Starr Financial specializes in investment management, business retirement plans, and financial and life planning. Starr Financial has been serving clients since 1993, with a focus on family-oriented retirees. Glen Starr’s extensive expertise and commitment to client success have positioned Starr Financial as a prominent advisor in the community.
Expansion to Conroe
Our wealth management associate, Dean Scott, will be relocating to Conroe, Texas with his young family to join Glen in maintaining the valued relationships he has built, while also creating new ones. "We are grateful for the opportunity to expand Scott Strategic Investments to South Texas, and especially to do so with a firm that has a rich history in the region," remarked Dean.
Dean will continue to serve as an advisor to new and existing clients, focusing on the creation of individualized financial plans, tax analysis, retirement income, and investment strategies.
For any questions regarding this transition, clients are encouraged to reach out to Scott Strategic Investments at (970) 731-3070 or via email at info@scottstrategicinv.com.
This press release is intended to inform clients and the public of the recent acquisition and the benefits it brings.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC
