Biography
In his role at Wayzata Bay Private Wealth Management (PWM) of Green Wealth Management Group, Scott Larson specializes in investment planning & portfolio management for both private clients and small businesses, as well as estate planning strategies and private equity. As a Private Investment Management (PIM) Portfolio Manager, Scott utilizes advanced training, including an ethics exam, proxy exam, and a portfolio management training course to take full discretionary control of his client’s investments. Scott understands that is a privilege – not a right - he must continuously work to earn.
As a Senior Wealth Advisor, Scott draws on his nearly 20 years in the financial services industry. After graduating with a BS in Finance from MSU at Mankato, his entrepreneurial spirit led him to become both a realtor & Mortgage Broker while also working full-time as an airline pilot. After building a real estate investment portfolio, Scott wanted to fully encompass investment planning for his clients. He took a position at a wirehouse, rising from an associate role to First Vice President before the entrepreneurial bug bit him again. Scott pioneered Wayzata Bay PWM to deliver a stronger standard in wealth management for his clients.
Outside of the office, Scott supports youth development in the Minneapolis community by actively participating in the Optimist Club and serving on the boards of Challenger Learning Center and the Youth Achievement Club. He and his wife Stacy of 20+ years are immensely proud of their daughter, Chloe.
The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. Minimum account size for this program is $50,000.