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Echelon Private Wealth, LLC Scott Cadieux, CFP®, AIF® Scottsdale, Arizona

We Take Your Financial Wellness Personally

About Me

23 years of industry experience, both as a award winning advisor and leader managing multiple advisor teams for one of the worlds largest asset managers. I will deliver you:

A transparent and straightforward fee-based structure.

Best-in-class financial planning and analysis.

A trusted fiduciary partnership that values an all-inclusive planning experience continually align with our clients’ changing needs and situations.

Suitable solutions to mitigate overall risks and concurrently enhance yield.

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • Certified Financial Planner (CFP)

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Insurance and Financial Advisors

Location

7047 E Greenway Parkway, Suite 250 scottsdale az

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Discovery and Assessment Meeting: A Cursory Review of All Your Financial Data, background, and baseline goals analysis. Identify the relationship and the need for ongoing engagement.

Offers Investment Management

Yes

About our Firm

Echelon Private Wealth is a Full Service Wealth Management Firm committed to your Financial Wellness.

We take it personally by delivering fully integrated and holistic advice. Our clients come from various backgrounds and experiences, and we help them achieve financial wellness.

Together we develop a plan to accomplish long-term financial objectives that grow with your circumstances, leveraging a disciplined framework that is designed to increase and guard your wealth.

We deliver customized portfolio management strategies and asset protection constructions; wealth accumulation, wealth preservation, income distribution, and wealth transfer.

Education

Boston University, Master of Science, Financial Economics | University of Vermont, Bachelor of Science, Business Administration (BSBA) | Concentration: Finance | Minor: Economics

Volunteer Experience

The Honor Foundation - Coach

Awards and Honors

  • Top 100 People in Finance
  • Bronze Star Medal Recipient

Languages

  • English

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Caregivers
  • Couples
  • Divorce
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Intergenerational Families
  • Investors
  • Living in Retirement
  • Military
  • Parents
  • Single Women
  • Special Needs
  • Widow
  • Women Professionals
  • Women’s Finance
  • Young Families

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