Scott Sturgeon, JD, CFP®

Physicians and business owners spend their careers building a legacy. At Oread Wealth Partners, we help you protect & grow it.

As a fee-only, fiduciary financial planning & wealth management firm, we specialize in the high-stakes financial complexity that comes with practicing medicine and business ownership. Led by Scott Sturgeon, JD, MBA, CFP®, we bridge the gap between complex tax planning, investment strategy, and your personal goals.

On this channel, we simplify retirement planning, tax-efficient exits, and Social Security using real-world examples. Subscribe to align your wealth with your "Why" and build the future your hard work deserves.

Ready to align your finances with what's important in your life? Schedule a Free Financial Assessment: https://www.oreadwealth.com/free-assessment