The Beach Street Wealth Team
At Beach Street Wealth we create tailored strategic plans for you, with you, to achieve financial peace of mind.
We aim to provide extraordinary results and value by maximizing your income, assets, and tax planning.
We are proud to offer a true holistic approach by partnering with industry leading experts to manage all aspects of your financial life – beyond net worth, allowing you to live your best life.
Scott Neal, CFP®
Chief Wealth Creator, Beach Street Wealth
Scott is not your average Financial Planner. He is a tattoo wearing, mountain bike riding fanatic, who can make a financial planning meeting fun – he even makes Beach Street Wealth clients laugh sometimes (ok a lot).
Sameer Ansari
Wealth Manager, Beach Street Wealth
Sameer has a proven track record of creating financial efficiencies and tax planning strategies. With his exceptional customer support and analytical skills. Sameer, in his role as your Wealth Manager, is your primary point of contact between meetings with Beach Street Wealth.