Oread Wealth Partners
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About
Hey there! 👋 I'm Scott, Founder & Senior Wealth Advisor at Oread Wealth Partners. I've worked in financial planning & wealth management since 2012, but launched Oread Wealth in 2021 to work primarily with physicians, business owners & near-retirees in helping align their finances with what's important in their lives.
Whether it's tax planning, estate planning, risk management & insurance, cash flow and business equity analysis, or investing, I provide value to clients encompassing a variety of financial planning areas.
Scott received his bachelor’s degree from the University of Kansas, as well as a law degree and MBA from The University of Missouri – Kansas City. Scott is a CERTIFIED FINANCIAL PLANNER ® professional, meaning he acts as a fiduciary for his clients at all times.
In my free time, I love spending time with my wife, two daughters & Mini-Australian Shepherd, Birdie. I'm ab avid outdoorsman & enjoy fishing, hiking, traveling, and rooting for the Kansas Jayhawks!
Overview
Serves Leawood, KS
Background checked
License verified
1 employee
5 years in business
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Services offered
Service type
Work location
My customers travel to me
I travel to my customers
I work remotely (phone or internet)
Reviews
5.0
2 reviews
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Joseph S.
Jul 24, 2023
From Google
I cannot speak highly enough of my experience with Oread Wealth Partners and, in particular, Scott Sturgeon. I always feel welcomed and valued as a client. Scott's expertise, professionalism, and genuine care for his clients are evident in every interaction.When I first met with Scott, I was impressed by his deep understanding of financial matters and his ability to communicate complex concepts in a clear and approachable manner. He took the time to listen attentively to my financial goals and concerns, tailoring a personalized plan that addressed my unique needs.Throughout our collaboration, Scott demonstrated an unwavering commitment to my financial success. He is not only knowledgeable in various investment strategies but also adept at adjusting his approach based on market fluctuations and evolving economic conditions. I've always felt reassured knowing that my investments are in capable hands.What sets Scott apart is his caring and personable nature. He doesn't treat you as just another client; he truly gets to know you as an individual. He takes the time to understand your values, aspirations, and goals for the future, incorporating these into his financial advice.Furthermore, Scott's dedication goes beyond the regular office hours. He's always been responsive and available to answer my questions promptly, providing guidance even during uncertain times. It's evident that he genuinely cares about my financial well-being and strives to make a positive impact on my life.I am grateful to have found Oread Wealth Partners and thanks to Scott's expertise and guidance, my financial outlook is brighter than ever. I wholeheartedly recommend Scott and Oread Wealth Partners to anyone seeking exceptional financial advice and a trustworthy partner for their financial journey.
Coby B.
Jul 14, 2023
From Google
Scott Sturgeon is an expert fiduciary advisor with impeccable integrity. We found ourselves in an unnerving financial situation with a lot to review and understand. Scott's incredible attention to detail, goals, his honest explanations...and a proven, sincere interest in our well-being as a family...allows us to sleep with both eyes closed now. There are no financial guarantees in "life" but we couldn't trust anyone more to assist. Beyond highly recommended.
Credentials
License
License type: Investment Adviser Representative
License state: KS
License verified on 9/4/2026
Background Check
Scott Sturgeon