Scott Sullivan

Senior Vice President, Wealth Management

Smart Family Wealth Management utilizes predominately in house asset management but offers outside niche strategies when needed. Scott Sullivan has +33 years experience in the industry.  Our investment philosophy is to invest precious family capital where it will be treated with the utmost care. We start with a deep understanding of both the Family’s as well as each individual account’s risk profile, liquidity needs and goals. These understandings are monitored and adjusted as situations change for the Family and or the specific accounts within. Absolute and relative performance along with these factors are constantly reviewed, in depth, with clients multiple times per year.