With a solid respect for tradition and old-world values, the Scott A. MacKenzie Group has an eye on the most current trends in Wealth Management and Financial Planning.
Our philosophy is simple: we are here to help you achieve your goals. Whether you are looking to set up an individual or family wealth management plan or you are looking for assistance in managing institutional investments, we have the expertise you can count on.
It all starts with a conversation. We listen to your needs, both
present and future. What is your appetite for investment? Are you risk
averse? How involved do you want to be with your portfolio?
Asking the right questions and providing the best solutions are where Scott and his team excel.
We will then build a plan together that will balance your needs with realistic investment goals. We will guide you through the process of implementing your plan.