Scott Sturgeon, CFP®, JD Oread Wealth Partners
- 5251 West 116th Place, Leawood, KS 66208
- (913) 229-6512
- http://www.oreadwealth.com/
About Scott Sturgeon, CFP®, JD, MBA
Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients navigate their financial lives and helps them attain the things most important to them. Whether it be tax planning, risk mitigation, cash flow and business equity analysis, estate planning or investing, Scott is able to provide value to clients encompassing a variety of planning areas.
Scott received his bachelor’s degree from the University of Kansas, as well as a law degree and MBA from The University of Missouri – Kansas City. Scott is a CERTIFIED FINANCIAL PLANNER ® professional.
In his free time, Scott loves spending time with his wife Jenny, daughter Scarlett and Mini-Australian Shepherd Birdie. An avid outdoorsman, Scott enjoys fishing, hiking, traveling, and rooting for the Kansas Jayhawks. Scott is also actively involved in the charitable community of the greater Kansas City area by volunteering with The Alzheimer’s Association’s Heart of America Chapter in Kansas City and by currently sitting on the Board of Directors for The Front Porch Alliance.
Recently Published
The Benefits of Hiring a CERTIFIED FINANCIAL PLANNER™
June 2, 2023Discover the many advantages of working with a CERTIFIED FINANCIAL PLANNER™ . From personalized advice to comprehensive financial planning, find out why hiring a CFP® professional can create value in aligning your finances with what's important in your life.
5 Smart Tax Strategies for Doctors to Optimize Tax Savings
May 17, 2023As a busy healthcare professional, you work tirelessly to provide quality care to your patients, dealing with administrative work, and balancing all of that with life and demands at home. In the midst of juggling a demanding schedule professionally & otherwise, working to optimize your tax situation is probably not at the top of your priorities.
Best Financial Advisors for Physicians
April 12, 2023At Oread Wealth Partners, we understand the unique challenges and opportunities that physicians face, and we can help our clients make informed decisions about their finances. Whether you're just starting out in your career or nearing retirement, we can help you create a plan that aligns your finances with your goals, priorities, and what’s truly important in your life.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Business Owners
- Medical Professionals
Ways Advisor Charges
- Flat Fee
- Assets Under Management
Fee Options
- Flat Fee: $3600+/engagement
- Assets Under Management: 1.50%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
