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    Scott Wait

    CPA, AEP Weath Management Advisor at RSW Wealth Management

    Scott Wait is a financial professional and the President of RSW Wealth Management, located in the Reno, Nevada area. Here's a comprehensive overview of his professional background:

    Professional Background

    Education and Early Career:

    • Graduated from the University of Arizona with a double major in Finance and Accounting (1980-1984)12
    • Began his career as a partner in RS Wait, Chtd., a CPA firm2

    Professional Roles

    Current Positions:

    • President of RSW Wealth Management (March 2016 - Present)1
    • CPA and Wealth Management Advisor at RSW Wealth Management1
    • Shareholder at RS Wait, Chtd. (June 1994 - Present)1

    Professional Expertise

    Specialties:

    • Evidence-based investment management
    • Tax-efficient planning
    • Estate planning
    • CFO advisory services for small and mid-market companies
    • Specialized industries: Manufacturing, Travel & Hospitality, Mining, and Logistics1

    Professional Credentials

    Certifications and Memberships:

    • Certified Public Accountant (CPA) in Nevada2
    • Accredited Estate Planner (AEP) from the National Association of Estate Planning Councils (September 2014)12
    • Past President of the Estate Planning Council of Northern Nevada2
    • Treasurer of Truckee Meadows Toastmaster Chapter2

    Professional Philosophy

    Scott Wait is dedicated to providing unbiased, evidence-based financial advice. His approach focuses on:

    • Understanding client goals
    • Developing comprehensive financial plans
    • Minimizing taxes
    • Providing strategic wealth management
    • Continuous professional education2

    Personal Interests

    Outside of work, Scott enjoys:

    • Fly fishing
    • Hiking
    • Following the Steeldrivers (a bluegrass band)2

    He is currently learning Spanish and can be contacted at scott@rswait.com or through his company websites www.rswait.com and www.rswwealth.com.1

    Related Questions

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    Location

    Greater Reno Area