Scott Wellens
CFP®
Fortress Planning Group
Founder & Financial Advisor
Scott Wellens
CFP®
Fortress Planning Group
Founder & Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. I want to show you the family stewardship approach to investing and wealth. - Scott Wellens, CFP®
Fee-Only financial planner with offices in Pewaukee and Madison, WI serving clients locally and across the country
Scott Wellens is a fee-only financial planner with offices in Pewaukee and Madison, WI serving the entire Milwaukee area, and clients across the country. Fortress Planning Group provides comprehensive wealth management plans, including investment management and retirement planning, to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Wellens is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Listen to Scott's podcast, Best In Wealth, to learn more about the family stewardship approach to investing, retirement planning and wealth.
Scott Wellens, CFP® is an investment advisor and founder of Fortress Planning Group. After earning his Bachelor of Science degree from the University of Wisconsin-Oshkosh, Scott quickly ascended to become a Vice President of North American Sales at a major regional provider of telecommunications infrastructure. While financially successful in this role, Scott searched for ways to pursue his passion related to financial literacy and providing financial freedom for both his own family and others. During his search, Scott became curious about the significant gap he found in the financial services sector: he was unable to find a comprehensive financial planner that maintained a family stewardship lens without being attached to financial products. Scott decided to fill that gap by creating his own planning firm that maintains a strong passion for comprehensive, unbiased wealth planning that is genuinely client-centered.
Scott resides in Menomonee Falls with his family. He is the father of three active and independent daughters who keep him on his toes. Scott is an active community member, serving on the Hamilton Education Foundation Board and leading the All Pro Dad’s group at their local elementary school. Scott enjoys spending his free time visiting state parks with his family, reading, and watching the Milwaukee Bucks and the Green Bay Packers win ball games.
Scott's mission is simple: to help other family stewards build and maintain their family fortress.
Scott Wellens is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
As an independent, fee-only, registered investment advisory firm, we are dedicated to coaching clients toward a holistic view of wealth and family stewardship.
At Fortress Planning, we serve successful family stewards. A family steward is anyone who watches over their family, makes sacrifices for their family, protects their family, or works for their family. Husbands, wives, partners, parents, grandparents, children and siblings; anyone who feels family is the most important thing: that is a family steward.
We made the decision to work with successful family stewards because we too are family stewards. We know the unique wealth challenges family stewards face. Our work with families and individuals is about so much more than investing. It is about creating a customized plan for where you are now and where you want to go. It is a blueprint for your family fortress, for exceptional security and financial freedom for your family.
Being a family steward is a difficult task. It is distracting, stressful, and sometimes frightening. Let us take one thing off your plate: stop feeling guilty that you do not have all the answers! Your job is to keep taking care of your family. Our job is to help you create a plan.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Scott Wellens is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Scott Wellens is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Scott Wellens is Quoted in Forbes: "11 Financial Advisors Share Their Worst Investing Blunders"
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Scott Wellens is Quoted on Yahoo Finance: "3 Utterly Obvious Ways to Build Wealth"
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Scott Wellens is Quoted on Business Insider: "Some of the best ways to build wealth are painfully obvious"
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Fortress Planning Group is a SmartVestor Pro
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Scott Wellens is Quoted on Online Learning Tips: "6 Financial Advisors Share Their Best Financial Advice for Saving Money"
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Scott Wellens is Quoted in Forbes: "This Investor Was Shocked When He Learned His Total Investment Management Fees"
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Scott Wellens is Quoted on Ladders.com: "7 revolutionary financial goals for the modern professional"
Contact Scott Wellens
Office Locations:
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N27W23953 Paul Road
Suite 103
Pewaukee, WI 53072 -
2810 Crossroads Drive
Suite 4000
Madison, WI 53718
