Scott Frank, CAIA, CPWA®

Building a prosperous path to financial security for women in a life transition.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
DeWitt Capital Management Scott Frank, CAIA, CPWA®
Gilbert, Arizona

Serving Clients Nationwide

Building a prosperous path to financial security for women in a life transition.

Areas of Focus

  • Divorce Financial Planning
  • Family and Money
  • Financial Life Planning
  • Investing
  • Women & Wealth

About Me

My investment experience spans over 18 years which includes, inter alia, hedge fund research, equity fund structuring, board-level fund oversight, portfolio management, and financial planning.

Professional Designations

  • Certified Private Wealth Advisor (CPWA)
  • Chartered Alternative Investment Analyst (CAIA)

Primary Location

85234

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

The first step in our planning process is to take a deep dive into your current financial situation. This entails evaluating your savings, income, debts, and current living expenses, lifestyle, and more. We will have you securely upload various financial documents, and we will begin to construct a robust picture of where you currently stand. We will also explain our process, our services, how we are compensated, and any questions you may have.

Offers Investment Management

Yes

About our Firm

Financial Planning for Adults with ADHD and Women in a Life Transition. We meet you where you are on your journey and guide you towards your financial goals. Work with a planner who specializes in helping women in life transitions build and preserve wealth.

Education

GVSU, CAIA, CPWA®

Languages

  • English

Hobbies and Interests

  • Cooking
  • Exercising
  • Family
  • Walking
  • Working Out

Who We Serve

  • Baby Boomers
  • Blended Family
  • Couples
  • Divorce
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • LGBTQ
  • LGBTQ Couples
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.