Scott Bennett is one of those people who seems to create energy. His expertise, sense of commitment, and dedication to quality client relationships mesh seamlessly with the Peninsula Wealth vision. He is a self-motivated, high-caliber professional with an inborn drive to improve and protect the financial interests of the people he serves. Scott specializes in the comprehensive navigation of wealth management for high net worth business owners. His key areas of focus include estate planning, retirement planning and business succession planning.
Scott reveals a great deal about his character and unique professional perspective when he talks about his decision to join the Peninsula Wealth Management team. “My criteria for choosing a team came down to a simple question – Who would I hire to take care of my family if anything happened to me?” He adds, “The individuals I work with are the smartest, hardest-working and, more importantly, some of the greatest human beings I have ever known.”
Continuous improvement has always been a priority with Scott. After spending most of his career as a successful sole practitioner, he now taps into the skills and talents of everybody on his team to provide even better outcomes for his clients.
Scott is community-minded and active in his church. He has been involved with several philanthropic organizations. He lives an active lifestyle and enjoys the outdoors. Scott enjoys spending time at his Torch Lake property with his wife Theresa, and their three children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,CERTIFIED FNANCIAL PLANNER ™, CFP®(with plaque design) and CFP ® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.