Scott Schutte, AIF®
Scott is a managing director at Lightship Wealth Strategies, Inc. He has more than 20 years of industry experience and serves as a wealth management director for individuals with financial planning and investment management needs. Scott's primary focus has been working with individuals, families, and smaller family-owned businesses on diverse estate planning, tax planning issues, and investment management strategies. His broad experience in working with CPAs, attorneys, and family members has helped client with their financial goals.
Scott grew up in Holden, Massachusetts, and graduated from Franklin Pierce University in 1990. He started his career in the financial services industry that same year, working for New England Securities in Boston, Massachusetts.
Scott spent the majority of his professional career working at Commonwealth Financial Network®, the independent broker/dealer with which Lightship Wealth Strategies is affiliated. In his 14+ years at the firm, most recently as vice president of financial planning and risk management, he provided oversight and strategic direction for the asset management and financial planning arms of the business, which lends to his extensive experience in these critical financial areas.
As a company of independent financial professionals, the Lightship team works together to ensure the success and financial confidence for all their clients. They take an integrated approach to wealth management by offering a comprehensive array of financial services. They also work closely in tandem with your attorneys, accountants, and any of your other advisors to ensure that the suggestions you are given align with all of your goals.
Scott has written many articles and was a columnist for Financial Advisor Magazine, REP., On Wall Street, ThinkAdvisor, and Boomer Magazine and is regularly quoted in numerous financial publications, including the Wall Street Journal.
Scott holds FINRA Series 6, 7, 63, and 65 securities registrations and life and health insurance licenses. He has also earned the Accredited Investment Fiduciary® (AIF®) professional designation awarded by the Center for Fiduciary Studies, qualifying him to consult with individuals and plan sponsors about their retirement plan goals and requirements.
Scott and his wife, Leslie, live in Dover, Massachusetts, with their three children, Beck, Luke, and Grayson. He is a member of the Perkins School for the Blind Business Partnership Board. As a family, they enjoy many activities, but are perhaps most proud of their contributions to the Children’s Brain Tumor Research, the PLGA Foundation, and the Dana Farber Pediatric Oncology Department.
Scott was named as a Five StarSM Wealth Manager* in 2014. He has also qualified for Commonwealth’s President Club in 2015.
*Five Star Award is based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers' future performance. For more information please visit www.fivestarprofessional.com