Scott Tuxbury leads the Retirement and Wealth Management practices for Sapers & Wallack. Scott has dedicated his career to help plan sponsors navigate the ever-changing world of ERISA for over 20 years, and takes great pride in helping employers strategize the best way to maximize the efficiency of their retirement programs. He has a thoughtful and caring approach to helping individuals understand our financial planning process, illuminating ideas on how to become retirement ready, and strategizing creative tax management solutions. He is often heard saying, “it’s not what you earn but what you are able to keep”.
Scott is a strategic thinker who enjoys being asked to present at various industry conferences, and disseminating thought leadership to our clients throughout the Retirement and Wealth Management industry. He is responsible for providing leadership for our Retirement and Wealth Management departments. His experience as former President of regional Registered Investment Advisor and in executive positions within the record keeping units of Fidelity Investments and Franklin Templeton affords Sapers & Wallack clients a unique perspective on strategies for success.