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 Private Wealth vision. He is a self-motivated, high-caliber professional with an inborn drive to improve and preserve 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 Private Wealth 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, “ I believe the individuals I work with are the smartest, hardest-working and, more importantly, are 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 attempt 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. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.