Scott Coles ChFC, CLU
Founder & Wealth Advisor
Pioneering the evolution of wealth management since the early 80s, Scott Coles is the founder of WMBC and co-founder of Human Wealth™. As a trusted advisor for both clientele and industry professionals, Scott has earned his 40+ years of experience.
“I look to bring the human element to the forefront of every decision,” Scott explains, “when we take into account a person’s emotions we can better understand their behavior and then develop financial systems that are aligned with how they are moving about the world.”
Through the Human Wealth™ method, Scott is able to create financial strategies that support a person in living autonomously and with purpose. He looks forward to empowering other financial professionals with Human Wealth™; transforming the way wealth planning and building are approached globally.
Scott invests time every month supporting charitable causes and mentoring others.
As a proud father, grandfather, husband, and friend, Scott enjoys meaningful activities, such as exercise, water sports, travel, and watching the sunrise – just about anything that includes friends and family.
Credentials and Career Highlights