At Bauman Scott Financial, we work with individuals and families who have reached a level of success that demands more than generic advice.
Every client we serve has unique goals, complexities, and priorities, but they share one common trait: they value having an experienced professional personally managing their portfolio, not outsourcing it to a third-party strategist.
We’re selective by design. That exclusivity allows us to maintain the white-glove level of service our clients have come to expect, many of whom have been with us for over 20 years.
If you have $1 million or more in investable assets and want a bespoke portfolio built and managed around your specific goals, we invite you to start the conversation.
We specialize in serving:
Estate & Trust Coordination (PTC / Attorneys)
Bringing Order to the Complexity of Wealth
We work side-by-side with attorneys, trustees, and Private Trust Companies (PTCs) to integrate investment management with trust documents and estate directives. That way, what’s in the trust, what’s invested, and what’s supposed to happen for beneficiaries are all on the same page.
This coordination reduces friction, minimizes unintended consequences, and aims to ensure wealth is managed consistently across generations.
For Business Owners
You Built It. Now Let’s Help You Keep It.
Selling a business is rarely simple, and the 1–3 years before the sale are the most critical. We help you design trust, tax, charitable, and portfolio strategies before the LOI is signed, so you don’t give away more than you need to.
Our goal is to help turn a lifetime of work into lasting financial security and flexibility.
High-Level Executives
Complex Compensation. Clear Strategy.
Senior executives face a unique mix of complexity: equity compensation, concentrated stock positions, deferred compensation plans, and career transitions that can dramatically alter net worth.
We help executives make informed decisions around stock options, RSUs, and liquidity planning, while integrating their compensation strategy into a disciplined, diversified portfolio designed to manage risk and pursue long-term financial independence.
For Charitable Families & Foundations
Creating a Legacy That Lasts
Families want to give, but the structure is often messy: multiple accounts, unclear tax treatment, and little coordination.
At Bauman Scott Financial, we help families and foundations build charitable structures that actually work. We coordinate with your attorney, CPA, and trustee, and we invest the assets in-house so the charitable strategy and the portfolio strategy stay aligned: today and for future generations.