About Shay W. Scruggs
Shay Scruggs is a wealth management professional with more than 20 years of experience helping individuals and families navigate complex financial decisions. As Managing Director, he takes a comprehensive approach that brings together investment management, tax-aware strategies, estate planning considerations, and long-term financial planning.
Areas of Focus
A comprehensive approach that brings together the key elements of a client’s financial life.
Investment Management
Portfolio construction and investment strategy aligned with each client’s priorities, circumstances, and long-term goals.
Tax-Aware Strategies
Tax considerations incorporated throughout the investment management process, with attention to their potential impact on overall wealth.
Estate Planning Considerations
Helping clients evaluate how estate planning fits alongside their investment strategy and broader financial lives.
Long-Term Financial Planning
A coordinated view of how the different elements of a client’s wealth intersect over time.
Insights
Perspectives on wealth planning, tax-aware investing, and long-term financial decisions.
- Tax-Aware Investing: Looking Beyond Returns Alone
When people evaluate their investments, the first number they usually look at is return. But return is only part of the story. Taxes can have a meaningful effect on howContinue readingTax-Aware Investing: Looking Beyond Returns Alone
- Why Your Full Financial Picture Matters Before Any Investment Decision
Many people think about their finances one piece at a time. A retirement account here, a brokerage account there, an insurance policy filed away, an estate plan written years ago.Continue readingWhy Your Full Financial Picture Matters Before Any Investment Decision