Scott Mc Cauley

Based out of Albany, NY, our team takes pride in helping our clients achieve their dreams and goals.  Our clients have a comprehensive plan in place that is the blueprint for their success to achieving financial security.

Often times, our client’s come to us with various strategies already in place and need help putting the pieces of the puzzle together.  We take time to listen to our client’s concerns, learn about what is important to them and translate that into a personalized financial plan based on their unique goals and financial circumstances. 

Based on this analysis, we develop customized investment and insurance solutions to help clients achieve their financial goals in a strategic and tax-efficient manner.  Through these solutions we help clients build wealth, preserve and protect their wealth, and ultimately pass on a legacy to their heirs and loved ones.

We are here for all of life’s changes and our goal is to build lifelong relationships with our clients and their families.  Whether a client is starting a family, planning to send their kids to college, approaching retirement, or dealing with a divorce or death of a loved one, we help our clients navigate whatever comes their way.  We help our clients to make informed financial decisions no matter what life throws their way. We work with our clients in a fiduciary capacity, always on the same side of the table and putting our client’s needs first.

Once we execute a holistic financial plan with strategic investment and insurance solutions, we know our work is not done.  Through periodic financial reviews and updates to client’s financial plans, we continue to provide insight and guidance throughout our client’s lives. Through this process our clients build the financial confidence to enjoy life more fully.