Why This Work Matters to Us

Divorce isn’t just about numbers — it’s about people, emotions, and the future. That’s why we bring both professional skill and lived experience to the work we do.

Why I Became a CDFA

I understand firsthand how overwhelming divorce can be. Having gone through it myself, I became a CDFA to help others avoid costly mistakes and move forward confidently. Now, I’m remarried and facing the unique challenges and joys of blending a family — which gives me a deeper perspective on the transitions many of my clients experience.

Scott Coopersmith, CDFA®, CLU®
Founder
Wealth Manager