Scott Brown

About Scott Brown

Scott L. Brown, CFP, CRPC, CIMA; CEO, Founding Partner of Shore to Summit Wealth Management, LLC. Scott\'s company focuses on working closely with small business owners/entrepreneurs, corporate executives working for large publicly traded companies and Personal Service Corporations. His practice is a privately held wealth management partnership comprised of like-minded advisors and associates who believe in a client-first approach. The value proposition of Shore to Summit Wealth Management (STSWM) is driven by the belief that before you’re a client or associate you are a parent, co-worker, friend, business owner, ect. STSWM offers a suite of services including but not limited to retirement plan implementation, investment advice and management, investment planning to include estate planning strategies, discretionary portfolio management, and corporate stock option advice. Asset allocation does not ensure a profit or protect against loss in a declining market. This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY only. CA Insurance License Number: Resident State MT Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on

Experience

1. CEO & Founding Partner

   Shore To Summit Wealth Management, Llc

   Sep 2017 — Present · Bozeman, MD

   Shore to Summit Wealth Management, LLC. is a private wealth management practice with a team of advisors with capabilities in a multitude of wealth management areas. Our wide-ranging client base consists of corporate executives, business owners, Personal Service Corporations, and other high-net-worth individuals, couples and families.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP®; in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC®; are registered service marks of the College for Financial Planning.

Education

• Salisbury University

  Bachelor's Degree, Business Administration with a Finance Concentration

  1989 — 1993