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Reach Financial Freedom Faster With Solutions
Designed to Help Entrepreneurs Like You

Grow Your Wealth,

Protect It Long-Term,

and Become “Work-Optional”

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I’ve learned successful people don’t let themselves become a product of their environment— they make the environment a product of them.

That’s why my team and I focus on your mindset and your “why” for money
to build a wealth model in service to the life you want to live.

This is how we’ve helped thousands of people live the life they want
by designing a wealth strategy that works in harmony with the vision
they have for their lives.

Because you didn’t start a business or embark on a successful career
to be controlled by your finances. You earned what you’ve created in
pursuit of freedom and independence.

But now you may find yourself:
  • Stressed from the chaos of growth, or from not having a legacy strategy, and overwhelmed by not knowing the right financial decisions for you
  • Afraid to actually spend the money you worked for or to build out an exit plan because you don’t want to sacrifice your lifestyle
  • Unsure of who to trust because every financial professional you speak to offers conflicting advice, and all you want to know is what’s the next best step for you, and, “Who’s gonna make sure my money works for me?”

If so, you’re not alone.

If that sounds like you, I’d like to show you how to:

Grow With a Fiduciary Team That Understands Business And Has One Goal In Mind:

To Help You Grow & Protect Your Wealth

So You Can Get To Financial Freedom, Faster.

Our mission is to help 1 million people become work optional, to live the life they want, without having to speculate, gamble, or rely on product-pushing financial institutions.

Because you should be able to enjoy the Four Freedoms in Life:
time, money, purpose, and relationships. And if you’re a:

Growth-Minded
Entrepreneur

who wants to…
  • Scale fast and need a proactive team of smart people who you can trust to help you grow.
  • Have financial build so you can develop new departments and/or products without worry.
  • Finally buy yourself a nice car or house and not feel guilty about it.
  • Be able to sleep at night knowing all the right financial pieces are in order as your wealth begins to increase.
  • Have an  exit.

Legacy-Minded
Entrepreneur

who wants to…
  • Retire young, retire rich, and live a lifestyle based on your dreams,
    not your needs. 
  • Have an exit and investment strategy that makes sense
    for your specific goals.
  • Know your family is protected
    should anything happen to you
    and that they get as much as possible when you pass on. 
  • Hand off all the financial stuff to
    someone you can trust and
    not have to think about it, knowing that
    it’s all taken care of without you.

I want to help you build, grow, & protect your
wealth so you can live the life you want to live. 

And that’s exactly what our solutions are designed to help you do.
To learn more about our solutions, please continue reading. 

A Personal Wealth Management Building Program Designed FOR YOU, BY YOU So
You Can Live A Wealthy, Work-Optional Life
Before And Beyond Retirement

  • Gain a clear understanding of the vision you have for your financial future and the life you want to live
  • Assemble your “Board of Directors”: the financial professionals who'll work together to follow the structure you’ve built and are working in accordance with your financial vision.
  • Lay out a Game Board to get clear on your present position and understand how each financial decision alters other areas of your life
  • Determine your INVST DNA to understand what rules and guidelines you and your Board of Directors will use to make decisions that support your financial vision.
  • Accelerate your value and achieve financial freedom, faster.
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A Proven Program For Building Scalable, Sustainable, & Saleable
Businesses Using Our Value Acceleration Methodology™

  • Remove the strain of having to grind daily
    in your business
  • Know what levers to pull to increase the enterprise value of your business
  • Establish a structure of effectiveness and efficiency
  • Gain more time and money to do the things you love
  • Sell your business at maximum value whenever
    you want
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Flexible Plans. Tailored Solutions. Personal Attention.

  • Open Architecture: This means true investment choice for you and your employees. As an independent provider, we will never try to sell you our funds or our products – because we don’t have any. You choose what’s best for you. Invst acts as your fiduciary partner.
  • Fee Transparency: No surprises, period. Our fees are straightforward, obvious, and clearly disclosed.
  • Service that’s Personal and Consistent: Neither you nor your employees will ever be just a number with us. Our solutions can accommodate plans of any size.
  • Administrative Efficiency: We go far beyond what’s normally offered to make everything as easy for you as possible – so that you can get back to work.
  • Engaging and Informative Participant Tools:
    From online tools to ongoing communications, we’ll be with your employees every step of the way as they start and maintain a 401K plan that helps them achieve their goals.
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Our Learning Platform Designed To Help You Make All The Right Investment
Decisions With 24/7 Web-Based Financial Coaching & Education

  • Comprehensive financial health education with complete courses on areas such as Building Wealth, Divorce, College Planning, & Debt
  • Commonly used calculators such as: mortgage calculator, debt eliminator calculator, ultimate retirement calculator, and payment calculator
  • Ask the Advisor space where you can get professional advice from one of our Personal CFOs
  • Everyday financial & life articles, videos, webinars
  • App based access via mobile or desktop
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Our Easy-To-Use Wealth Building Platform Gives You Full Transparency
& Control Over Your Investments

  • Our state-of-the-art technology helps you organize your investments, set specific goals, and plan your future. Your financial life just became a lot easier.
  • Your personal INVST account puts all of your accounts at your fingertips.
  • Get proven, evidence-based strategies for building your wealth – not an automated, one-size-fits all computer algorithm.
  • Use defined trading rules – no speculation or gambling.
  • Eliminate bias and the emotional rollercoaster to reduce stress.
  • Avoid large drawdowns for a smoother investment ride – buy and hope is NOT a strategy.
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Private Business &
Financial Consulting

A One-on-One Meeting Where You Can Get Scott’s Expert Advice
On Any Topic Related to Business or Finance

  • Get clear on your 3-year vision for your financial future so we can create a game plan to get you there and radically transform your life
  • Identify & understand the dangers, opportunities, and strengths that will either throttle or accelerate your progress towards your goals
  • Learn how to make your money work for you, your family, and your future
apply now

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Access The First Chapter of

ACCELERATE

Exclusive Preview of My
Upcoming Book To Help
You Reach Financial
Freedom Faster So You Can
The Life You Want

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Please review important Disclosure Information set forth in this website. Check the background of our investment professionals on FINRA’s BrokerCheck. Invst is an independent Registered Investment Advisory firm headquartered in Indianapolis, IN with offices in Tampa and New Jersey. Our mission is to educate, guide and counsel our clients to achieve their full financial potential.

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