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Lasting Wealth Principles
Lasting Wealth Principles is a fee-only financial and tax advisory firm focused on serving small business owners. The firm helps clients minimize tax...
Lasting Wealth Principles
Lasting Wealth Principles is a fee-only financial and tax advisory firm focused on serving small business owners. The firm helps clients minimize tax liability, invest for retirement, and protect their family's financial future. It uses a transparent flat-fee model and does not sell products for commission.
General information
Firm type
Asset Manager
Year founded
2020
Principals
Martin A. Scott
CFP®, EA
Martin Scott
owner of Lasting Wealth Principles
Sector focus
Frequently asked questions
Who manages Lasting Wealth Principles?
No named principals are on the public record. Altss research has not identified founders, CEOs, or CIOs associated with the firm through standard checks of financial databases, press archives, or corporate registries. The management structure remains opaque.
Does Lasting Wealth Principles co-invest alongside external GPs?
There is no public evidence of co-investment activity. The firm does not appear in any known deal announcements, fund documents, or LP disclosures. Its posture toward external GPs — whether it welcomes, avoids, or selectively engages in co-investments — is unknown.
Where is Lasting Wealth Principles headquartered?
No headquarters address or office location has been confirmed. The firm has not disclosed a physical presence, and no third-party business registries or filings have surfaced a verifiable address.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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