Advisor at Evergreen Private Wealth
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Firm
Evergreen Private Wealth
Location
Greenwood Village, CO 80111
Credentials
CFP®, Series 63, Series 66
Industry experience
17 years
Scott Preston is a CFP® professional with 17 years of experience in financial advising. He is currently with Evergreen Private Wealth, where he has worked since 2022. His prior experience includes roles at Independent Financial Partners, Global Retirement Partners, LPL Financial, and Fidelity Investments. Outside of his advisory work, Preston is actively involved in mountain biking as a coach for the SOHO Junior Development Team, a volunteer head coach for Wasatch High School’s mountain bike team, and serves as a board member and coach representative for the Utah NICA League. Evergreen Private Wealth serves individuals, high-net-worth households, and select charitable and business clients by providing comprehensive financial planning and discretionary portfolio management. The firm constructs tailored portfolios for long-term objectives using fundamental, technical, and quantitative analysis, and employs a range of investment instruments while managing approximately $221 million in assets.
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.10% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $20,000,000: 0.80% $20,000,001+: Negotiable
Account minimum: $2,000,000 Fee-only: Wrap fee program with one comprehensive fee; no separate transaction fees charged
7400 E Orchard Rd, Ste 2500 N
Greenwood Village, CO 80111
Arizona · Colorado · Texas · Utah
Evergreen Private Wealth LLC
2022 - Present (4 years)
Independent Financial Partners
2019 - 2023 (4 years)
IFP Securities, LLC
2019 - 2020 (1 year)
Global Retirement Partners
2016 - 2019 (3 years)
LPL Financial, llc
2016 - 2019 (3 years)
Fidelity Investments
2008 - 2016 (8 years)
Fidelity Brokerage Services, LLC
2008 - 2016 (8 years)
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