About Scott Kessler
Senior Vice President, Investments | Financial Advisor
As an experienced financial advisor, I focus on providing comprehensive wealth management services to my clients, helping them achieve their financial goals. I work in partnership with my clients to develop a sound strategy for managing their investments based on their values, needs, and goals.
B. Riley Wealth was founded in 1996 to serve the financial needs of individuals, families, businesses and institutions, non-profits, trusts, foundations, and endowments. Our clients have access to an expansive suite of wealth management solutions, backed by in-house expertise, to serve all your financial needs.
The combination of customizable resources and personalized support allows us to help our clients plan for what matters most - whether that's college for your kids, a vacation home, a secure retirement, or a lasting legacy.
Retirement income planning
Investment planning and coordination
Financial strategies
Risk management and insurance
Alternative investments
Managed investment portfolios
Insurance solutions
Corporate retirement plan advisory services
Lending and liquidity resources*
Estate planning coordination*
Trust account coordination*
*Offered through trusted third-party partners.
Individuals & Families
Corporations
Non-profit organizations
Qualified retirement plans
Trusts
Foundations
Endowments
Family Offices
To learn more or schedule an appointment, email me at skessler@brileywealth.com.