WHELANSCOTT ASSET MANAGEMENT

We are an independent financial services firm that puts the needs of our clients first. Based on principals of honesty and integrity; we create relationships built on trust and confidence... At WhelanScott Asset Management we offer professional advice and personalized service. Every client has their own unique circumstances and we will work with you to design a plan that fits your specific needs. We are focused on protecting and managing assets and preparing you for life's unexpected occurrences... At WhelanScott Asset Management, we provide independent financial advice, develop innovative solutions and build relationships of trust. Our business model focuses on asset protection and investment management. In the end, our goal is to help achieve client confidence as they work toward their dreams of financial independence.

Primary location: Morristown United States