Family Legacy Concepts

Scott Wells, CFP®, CKA®, is an independent financial advisor providing clients with comprehensive and customized financial planning strategies based on their individual needs. He believes everyone needs a personalized financial plan to demonstrate where they are, chart their desired destinations, and propose how to get there. In acting as a fiduciary and a steward for his clients, Scott is dedicated to helping clients effectively align their finances with their beliefs and higher purposes. His integrity, intelligence, responsiveness, and decades of experience serve clients well.
Scott works with individuals and families in the Charleston, South Carolina area, and other client locations. Contact him today to learn more about how he can help you pursue your financial finish line.