Scott Ferguson

Sage Financial Associates

My office serves private clientele, including individuals and families, trusts and estates, not-for-profit organizations, private company pensions and profit-sharing plans.

Over the years, what I have thoroughly enjoyed the most is the sense of financial empowerment clients feel, as their lives evolve, and they begin to enjoy the fruits of our planning together. We strive to maintain the highest ethical standards in our interaction with each client and are committed to both personal and intellectual integrity.

We believe in getting to know our clients in-depth, to better understand their needs and objectives. In doing so, we develop long term client relationships based on individual investment counseling and high-quality client service.

Outside the office Scott enjoys an active lifestyle and spending time with his family. Hobbies include cycling, running, swimming, hiking and playing golf.

Areas Of Expertise

Wealth Management

I particularly enjoy providing advice on a wide variety of financial products and services with an overall objective of coordinating the best possible financial well-being for the client.

Financial Planning

An individual’s or couples financial plan should be highly customized to reflect their personal and family circumstances, risk tolerance and expectation’s.

Estate Planning

Helping clients establish a plan for distribution of their wealth involves working with other disciplines such as attorneys and accountants to coordinate the most effective plan for any client.

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