About
Since starting his journey in the financial services industry in 1992, Scot has been fully dedicated to helping clients work toward their financial objectives by developing investment plans around their long-term goals and risk tolerance. His extensive experience in various types of markets and economies enables Scot to help clients structure balanced portfolios to address specific financial goals and needs. As a Financial Advisor, he specializes in customizing long-term strategic asset allocation portfolios, wealth accumulation strategies, alternative income strategies, 401(k) strategies and estate investment planning strategies. Scot joined Wealth Enhancement Group in 2022 through the Titus Wealth Management acquisition.
Education
- BA - English and History, The College at Wooster
Additional licenses and designations
- CA Insurance License #0B43145
Resources from Scot Lance
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Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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