Great Scott Financial Services | Expert Financial Planning for Individuals & Businesses

We Are Now

Great Scott Financial Services is now part of Kintra Wealth. Same team. Expanded resources. A new chapter.

Custom, Coordinated and Proactive Guidance
for a Steady, Secure & Confident Future

We Offer a Truly Bespoke AND
Coordinated Approach to Your Financial Life

Your life and financial goals are unique. And the parts that compose your personal finance picture (taxes, insurance, retirement, etc.) do not exist in “silos.” They affect one another, so they should be considered together.

For example, it’s one thing to have a custom investment plan, but is that plan working in lockstep with your other financial considerations and with your other team members, such as your accountants, attorneys and insurance agents?

At Great Scott Financial, our approach has always been to give you the best of both: a truly customized plan based on your specific needs AND one that is coordinated with all the other parts of your overall financial life.

So, whether you are just starting on the road to wealth accumulation…

Or you want to optimize the use of instruments such as trusts, estate planning, and alternative investments

We’re here to help.

Call us to schedule a phone, video or in-person appointment
or click the Schedule an Appointment button below.

610-625-2777 or Toll Free 800-844-1183

Scott Seymour,
President

A New Chapter for Great Scott Financial Services

Great Scott Financial Services has joined Kintra Wealth, an advisor-owned wealth management firm built to bring together experienced advisory teams while expanding the resources available to the clients they serve.

Scott Seymour and the Great Scott team remain the people you know and trust. As part of Kintra, the team now has access to broader resources, technology and expertise designed to support an even stronger client experience.

While our name is changing, our commitment to our clients remains the same. We’re excited about what this next chapter makes possible and we look forward to continuing to serve you as part of Kintra Wealth.

Independent – Objective – Transparent

Whether you are launching your career, raising a family, planning for retirement, or thinking about creating a legacy, we work
to make your goals a reality through a standard of service grounded in relationships.

We cultivate relationships that will endure over time and adhere to a steadfast promise to provide you with a high caliber of service.

OUR CLIENTS

We enjoy working with all types of clients, from high
earners who may just be starting to accumulate
wealth…

To those whose net worth exceeds $20 million and
need to coordinate a variety of investments and
complex financial instruments.

In all cases, we start by asking questions…
and listening.

Further more, in a world where changing financial
advisors is as easy as changing credit cards, we are
proud that 98% of our clients (98.2% to be exact) stay
with us, year after year.

OUR SERVICES

What We Offer

We deliver custom, comprehensive, and coordinated
wealth management advice supported by high caliber,
“white glove” service across all facets of your financial
life including:

Estate and Legacy Planning
Income Tax Planning
Insurance and Risk Management
Investment Management
Life Stage Financial Planning
Small Business Financial Planning

OUR PHILOSOPHY

You Get 100% of Our Attention

All of our new clients find us by referral, so instead of
spending time soliciting new business, we can spend
100% of our time taking care of you.

We Don’t Do Voicemail

Not during business hours, anyway. When you call
us, a member of your team will pick up…often on the
first ring. You get your questions answered, so you
can get on with your day.