Scott Anderson

About Scott Anderson

My work centers on guiding executives, founders, entrepreneurs, and families through important financial decisions as their wealth grows and evolves.For many professionals in technology and entertainment, equity compensation—such as stock options, RSUs, and private equity—can create substantial wealth. Without thoughtful and disciplined planning, these opportunities can introduce tax exposure, concentration risk, and liquidity challenges. Much of my work involves helping clients navigate decisions surrounding equity compensation, closely held businesses, and major liquidity events.I also work with entrepreneurs and families navigating transitions such as business succession, generational wealth transfer, and stewardship of family assets.For over a decade, I have advised founders, senior executives, entrepreneurs, and families through significant wealth and liquidity events, helping integrate these decisions into a long-term wealth strategy.Focus Areas:• Equity compensation planning• Investment management• Tax-efficient liquidity strategies• Business succession and transition planning• Risk management and insurance strategies• Advising founders and closely held companies on retirement plans, buy-sell structures, key person planning, and corporate investingRather than approaching these areas in isolation, I work with clients to co-design a comprehensive financial strategy that aligns their resources and long-term goals.Many of the clients I work with fall into three situations:Executives and professionals in technology and entertainmentNavigating stock options, RSUs, and complex compensation structures—often approaching vesting or liquidity events.Entrepreneurs and business ownersBuilding closely held businesses while preparing for long-term wealth creation, succession planning, or a future transition.Established families and multi-generational householdsFamilies seeking a disciplined approach to preserving, growing, and stewarding wealth across generations.Many client relationships begin during moments of financial transition—such as equity vesting, a business transition, inheritance, or preparation for a liquidity event.I work best with ambitious individuals, families, and entrepreneurs who want to co-design a financial strategy that evolves alongside their success and long-term vision.If you\'re navigating equity compensation decisions, preparing for a liquidity event, planning a business transition, or building a long-term strategy for your family’s wealth, then I welcome the opportunity to connect.

Experience

1. Financial Advisor

   Altus Wealth Group, Llc

   Nov 2019 — Present

Education

• Northwestern Michigan College

  Associate, Geography

  1994 — 1998

• Michigan Technological University

  Mathematics

  1993 — 1994

• University of Illinois Urbana-Champaign

  Geography

  2007 — 2008

• Michigan State University

  Bachelor, Geography

  1998 — 2000