Activate map
Specialties
Houston’s Retirement Wealth Advisor Since 1983
History
Established in 1983.
1983 – 1992 — Advised Houstonians on their wealth investments
1993-Present — Became independent and focused our clientele on «Mature» member’s of our community, those who are at our near retirement age.
Meet the Business Owner
William S.
Business Owner
William T. Scott has been in the financial planning industry
since 1983. Throughout his tenure, he has provided
valuable financial services to hundreds of individuals,
families and business owners. William’s genuine concern
for his clients’ financial well-being enables him to
successfully meet the challenging financial needs of his
clients while forging meaningful, lifelong relationships
along the way.
William has obtained the following securities registrations:
General Securities Representative, Registered Options
Principal, General Securities Principal, Uniform Securities
Agent and Investment Advisor Representative. He
specializes in the areas of retirement wealth preservation
and income planning for retirees. His primary goal is to
continually improve his clients’ financial position while
protecting their assets. He accomplishes this through a
blend of financial services that are tailored to his clients’
specific financial needs.