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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...
Overview
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
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.
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