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About Scott

 

Meet with Scott

Scott Cadwell has had the honor and privilege over the past 30 years to help a diverse group of families through some of their most exciting and nerve-wracking times in their lives. From retirement, births, deaths, divorce, selling a business, lottery winnings, job changes and more, life can bring rapid change to a family’s wealth. He is proud to walk beside his clients.

Scott has worked extensively in the financial field since the early 1980s. He started out working for one of the largest independent CPA firms in the world, Ernst & Young, before founding his own company, Cadwell Wealth in 1989. His goal in founding the company was to develop it into one of the premier boutique full-service financial planning firms in the nation. Scott is a CERTIFIED FINANCIAL PLANNERTMpractitioner (CFP®) and Certified Public Accountant (CPA).

Scott’s diverse background and the nature of clients he serves has ensured that he is a lifelong learner. He finds he can always expand his knowledge and benefit the people that entrust their family wealth to his firm.

 

Behavior and Emotions Matter

Although he’s a financial advisor (and what he calls a recovering CPA), he quickly learned if he was going to help his clients, he needed to understand the psychology of money, motivation, emotions and relationships. Over the years, he learned that managing wealth doesn’t entail just investments. The sad stories he has heard of people losing their fortune was rarely from a single bad investment or paying too much in taxes. It was usually because money changes people’s emotions, motivation, and relationships. Scott is always trying to bring behavioral finance to the forefront. He believes his role as family advisor is coaching his clients through the ups and downs of life and how the money can be a tool for them. A couple of phrases you may hear him say often are “people are entitled to their own fears, but not their own reality” and “it’s not what you make, it’s what you keep”.

 

Family, Dedication and Loyalty

Scott has always steered his firm to become part of our clients’ families. Family has always had a major influence in his life and he wants his clients to feel they are part of his. They know that without their clients they are nothing – for those of you that have been with them for many years – they say thank you!

Carson Wealth appreciates the trust you bestow upon them and will do nothing to violate that trust. Scott encourages clients to share their dreams and goals and helps them work toward achieving and experiencing them.

Scott enjoys spending time with family and friends, traveling, driving road courses, cycling and boating on the lake.

Scott is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

Videos

Favorite food:

Pizza

Best piece of financial advice received:

It’s not what you make, It’s what you keep that matters

Favorite quote:

“Success is not final, failure is not fatal. It is the courage to continue that counts.” – Sir Winston Churchill

If you could meet anyone, past or present, it would be:

Jesus

Hidden talent:

Was once a character at Walt Disney World

Favorite book:

Think and Grow Rich – should be required reading for all

Favorite movie:

Christmas Vacation

Favorite TV show:

Grand Tour/Top Gear

What motivates you:

Assisting someone in accomplishing something they weren’t certain they could do and traveling.

Favorite holiday:

Christmas

Something on your bucket list:

Drive the Nurburgring Nordschleife

Place you’d most like to visit:

Outer Space

Biggest accomplishment:

Being surrounded by a wonderful family