Benjamin Madison Wealth Advisors LLC was founded by Scott Jacobs in 2009. Scott brings a wealth of experience in guiding BMWA's philosophy and practice of personally partnering with each client.
Scott's professional background began in 1995 at Paine Webber in New York City, later to become UBS Private Wealth Management. Scott spent the next several years growing his practice, focusing on assets primarily managed by outside professional Money Managers utilizing Wells Fargo's Private Client Services Group and the Private Bank in San Francisco as platforms.
Helping clients understand how to solve complex problems and make informed, financial choices are some of Scott's greatest strengths. Personable and extremely easy to talk to about any facet of a client or their family's current or future expectations, Scott practices a philosophy of personal involvement with each and every client.
As a financial advisory firm, BMWA's primary focus is to provide unbiased opinions that are designed to achieve long term investment results. BMWA does so with the highest levels of trust, integrity and respect while always collaborating within a team approach. This business model allows BMWA to work with other professionals and put into play knowledgeable and responsive individuals needed to address any one of a myriad of complex financial and investment issues.
Professionally supporting, educating, and providing informed direction is the commitment that BMWA offers each client.