Our Story
Scott Pulsifer
Junto Wealth started from a posture of expertise. I have over 20 years of client advocacy experience which is complemented by a full-range of financial advice, where I developed and implemented proven wealth management strategies and investment portfolios for private clients and family offices.
My tenure includes management and executive roles at Ernst & Young LLP, Morgan Stanley, CoreStates, myCIO Wealth Partners and more…
In 2008 I moved to Philadelphia with my bride and their 1-yr old son.
I was drawn by an opportunity to rejoin former colleagues into a successful venture, but the real enticement was to get my family together. My brother and his wife and my parents had all relocated there and my wife's family was also from the area.
It was time to come together, but this move was riskier than I realized.
This was an awful time, not only for me, but for most people, because within 3 months, the 2008 financial crisis hit. No one wanted to talk about money, and yet, there I was asking people to invest their money, just like every other advisor…but I was more experienced working with successful families fully trained with technical knowledge and broad experience..it didn't matter…
Classically, this pushed me to learn what was wrong.
The reason I was struggling was not because I was a solo practitioner, or carrying an unknown brand. It wasn't because I wasn't from Philadelphia. Nope.
In Business
It's About People, It's About Relationships
It was because I did not realize or explain the value of a relationship and the way it works successfully.When I removed the distraction of my employer's agenda, and restructured the design of my own practice to focus on building our team and our clients, we began to grow. And we grew quickly
What Does
"Maximizing Your Return On Life"
Mean To You?
Let's explore your lifestyle and financial goals and create a road map to support your singular definition of living richly. Learn more in a complimentary, no-pressure 30-minute phone call with a CWM advisor.
LET'S TALK