562-598-3450
george@gbjscott.com
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MEET THE TEAM

GBJ Scott Financial brings many professionals together to help you achieve your goals.

MEET THE PLAYERS

GBJ Scott Financial, Inc

MEET THE PLAYERS

George B J Scott

MEET THE PLAYERS

Belpointe Asset Management , LLC

MEET THE PLAYERS

The Custodians

MEET THE PLAYERS

The Associates of GBJ Scott Financial, Inc

WE HAVE YOU AND ONLY YOU IN MIND

Working in a Fiduciary Capacity requires GBJ Scott Financial to be bound both legally and ethically to act in your best interests.

THE PLAYERS:

GBJ Scott Financial, Inc.

Since 1987, GBJ Scott Financial has evolved into modeling its financial planning service inline with the Family Office concept. GBJ Scott Financial offers Financial Advice to the Affluent individual, family & Small Business Owner. Intergrating insurance & investments with planning concepts helping their clients achieve their dreams. The underlying goal of GBJ Scott Financial is to help each client achieve true financial Independence.

GBJ Scott utilizes an Associated Family Office (AFO) concept. A Family Office typically serves the very high net-worth investor providing advice in all areas of financial specialty - investing, banking, accounting, insurance, Real Estate & legal. An Associated Family Office partners with entities of various financial specialties. GBJ Scott serves as the “Advisor Manager” or the "Advisor-in-Charge", partnering and delivering the Family Office service to the Small Business Owner, Career Employee & the Affluent.

The AFO concept provides a harmonious holistic on-going planning process. The primary specialty of GBJ Scott is providing financial advice integrating the four pillars of Financial Planning – Cash Flow Planning, Tax Planning, Investment Positioning & Estate Preservation.

GBJ Scott Financial is here assisting & supporting you in your pursuit of a robust life & robust happiness. GBJ Scott is the Financial Advisory firm designed to help you CREATE, to help you GROW, & to help you PRESERVE your True Wealth OVER YOUR LIFETIME. True Wealth is the product of utilizing the four pillars of the ongoing financial planning process in helping you achieve your dreams & goals.

GBJ Scott Financial, Inc. is an Investment Advisor Representative offering investment advisory services through Belpoint Asset Management, LLC. GBJ Scott Financial, Inc. is not an affiliate of Belpointe Asset Management.

George B J Scott

Client Centered

George B. J. Scott is an Independent Financial Advisor, an Investment Advisor Representative. Educated as a Certified Financial Planner™ (CFP®) and Certified Retirement Counselor (CRC). Functioning as an Independent Financial Fiduciary serving his clients since 1987.

George is the “Advisor Manager” in the Associated Family Office.

George is a current member of the  Association of Financial Educators (AFE; www.afe-usa.org), the Financial Services Institute (FSI; www.financialservices.org) and a member of Insured Retirement Institute ( IRI; www.irionline.org). 

George earned his bachelor’s degree in Psychology in 1977 from California State University Long Beach, graduating as “Graduate of Distinction.” A long-time resident of the Seal Beach and east Long Beach, CA. areas, he started his wealth creation journey at age 26 utilizing real estate, securities, and life insurance programs with the aid of an advisor.   

George has shared his knowledge by volunteering & conducting seminars on financial topics through the Association of Financial Educators (AFE). AFE is a 501(c)(3) nationwide non-profit association of financial professionals who share a common goal – to educate & give back to the community. George has been a past volunteer to the Orange County Chapter of the Make-A-Wish Foundation (via a previous employer). In his college years he served on the Long Beach Hotline and and went on to be a volunteer and board member of the West Orange County Crisis Intervention Hotline helping suicidal & emotionally distressed individuals. 

Belpointe Asset Management, LLC

Belpointe Asset Management, LLC

Belpointe Asset Management is a Registered Investment Advisor. With offices throughout the country, Belpointe is a registered investment advisor making private investments and offering families a wide range of wealth management, legal and real estate services.  

   Founded by the Lacoff family more than a decade ago, the name Belpointe includes the initials of the founding partner, Brandon E. Lacoff. The image of a lighthouse overlooking a point of land is symbolic of how we oversee our families—with careful and consistent guidance.

Belpointe consists of three divisions:

Financial Group - Belpointe’s Financial Group provides advice to individuals & families, professional service companies’ corporate & institutional clients. Services include wealth management planning, investments, insurance, accounting, and legal services.

 Real Estate Group - Belpointe’s Real Estate Group is a fully integrated real estate company specializing in multifamily investment strategies in core markets located in the Northeast United States utilizing an opportunistic model. Belpointe’s success is driven by local knowledge and experience with a healthy respect for risk.

Legal Services - Belpointe’s legal services are provided by Greenwich Legal Associates. Greenwich Legal is a boutique law firm focusing on sophisticated class action litigation in the securities, antitrust and consumer areas. Additionally, Greenwich Legal provides services for business transactions, real estate, and estate/trust matters.

 

Belpointe has multiple office locations throughout the United States.

THE CUSTODIANS:

An RIA custodian is an institution that maintains the client assets and holdings of a registered investment advisor like Belpointe Asset Management (RIA). RIAs give their clients (you) financial advice, which may include direction on investments, but they do not carry out the trades involved in their plan. Under the custody rule of the Investment Advisers Act of 1940, an independent bank or other qualified institution must be appointed to do this. The rule is meant to protect client funds from theft or misuse.

TD Ameritrade Institutional

Charles Schwab

Pershing, LLC

THE PARTNERS OF GBJ SCOTT FINANCIAL, INC. :

GBJ Scott Financial leverages the special capabilities of their partners. In this manner GBJ Scott can provide financial advice in a harmonious holistic on-going planning process by acting as the “Advisor-in- Charge” & utilizing the four pillars of financial planning.

The partners are not an affiliate of GBJ Scott Financial, Inc. nor Belpointe Asset Management, LLC. GBJ Scott Financial, Inc. is not an affiliate of any of the partners nor Belpointe Asset Management, LLC. Further, Belpointe Asset Management may or may not have a business relationship with any of the partners. GBJ Scott Financial, Inc. may receive referral compensation from some of the partners. Compensation detail available upon request.

TaxMaster Network, LLC

     In 2001 Ed Lyon established the original beginnings of TaxMaster Network (TMN) a professional network of CPAs & Enrolled Agents dedicated to lowering taxes and increasing profits. Through utilizing the TaxCoach System TM & the Tax Blueprint TMN has helped small business owners reduce their personal income taxes and realize next level savings appropriate for wealth creation.

AmeriEstate Legal Plans, Inc.

Since 1998 AmeriEstate has been providing personalized estate planning and asset protection services to more than 40,000 clients nationally.

Integrated Trust System (ITS)

Founded in 1985 ITS has been providing American families with a more efficient and cost-effective way to meet their estate planning objectives.

BizEquity

     A business Valuation Service.

BizEquity, “Democratizing business valuation knowledge”, is the world’s only patented and largest provider of business valuations, having valued 33,000,000 + private businesses globally.

CPAPlus & Collaborative Professional Services Network

    Is a national interdisciplinary professional service community and educational exchange. Society or the people thereof are searching for direction and are turning to local, accessible leaders. Already established service professionals who have established the highest levels of trust such as CPAs, life coaches, attorneys, & financial advisors are in a unique position to fill the leadership position.

   CPAPlus provides a unique coaching-centric solution in delivering leadership professionals to the public.

George Scott

George BJ Scott

Financial Advisor and Investment Advisor Representative

562-598-3450

562-598-3443

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.