Scott Bennett brings decades of experience and expertise, coupled with a strong commitment to helping the families with whom he works. His focus includes guiding his clients through estate planning strategies, business succession planning, and pre- and post-business sale planning. Scott is known for his ability to see the big picture and distill complex issues into what truly matters, helping families and businesses reach consensus and make difficult decisions that impact their financial, philanthropic, and family dynamics.
A key part of the Peninsula Private Wealth team, Scott collaborates closely with his colleagues to deliver the best possible outcomes for high-net-worth clients. His thoughtful, client-focused approach has made him a trusted advisor for many families.
Scott is also deeply committed to his community and has been involved with numerous philanthropic organizations. He currently serves on the board of the Catholic Foundation of Michigan. He enjoys an active outdoor lifestyle and more than anything, loves to spend time with his wife, Theresa, and their three grown children.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.