As President of Fiduciary Wealth Advisors, I am pleased to announce a new chapter in my journey. I have partnered with Waverly Advisors effective April 4, 2025.
To help take my firm to the next level, by expanding on the breadth of services I provide, I sought a firm that shares my values, and I found that in Waverly. At the core of both Waverly and Fiduciary Wealth Advisors is a shared dedication to advocating for you, our valued client. Our mission will continue to be deeply rooted in making a meaningful impact on your life through thoughtful financial planning, portfolio management, and fiduciary advice. More than just managing wealth, we are here to cultivate enduring and robust relationships with you, understanding that your financial journey is a personal and ongoing endeavor. We will continue to operate with integrity, independence, personalization, and transparency, and look forward to continuing to serve you for many years to come.
"At Waverly, we believe that good things grow. Our vision is to build a world-class, cohesive, integrated firm driven by our culture. Serving our clients and the communities we operate in with integrity, grace, and empathy is at the core of what we do at Waverly. This strongly aligns with what we see with Fiduciary Wealth Advisors, so joining together makes perfect sense. We are thrilled to welcome Scott to Waverly as we continue to grow."
“Waverly’s unwavering dedication to its clients perfectly aligns with my firm's core values. By partnering with Waverly, my clients gain access to a strengthened infrastructure and expanded resources, allowing me to deliver even more exceptional service to them.”
Your client portal is a safe and secure way to access your important and personal information. The link at right takes you to the "Client Logins" page for Waverly, and you can select "eMoney Client Access" to access your existing portal. Please feel free to reach out to Scott at any time.
A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.