Scott Jensen

I’ve always had a passion for personal finance. After serving in the military, I pursued a degree in finance and went to work at an investment advisory firm in Minneapolis for seven years. During this time, I noticed a gap in the industry. The firm wasn’t equipped to support real estate investors in complex situations. When I noticed this unmet need, I decided to take matters into my own hands and launch my own firm, dedicated to helping real estate investors achieve their financial goals.

Each client is unique, and my approach reflects that. It all starts with an introductory call, where we explore the current financial situation, goals, and where I can support. Next, we schedule a discovery call to review current accounts and investments. From there, we build a personalized, comprehensive financial plan that tackles the complexities of the client's situation. We focus on key areas such as cash flow management, retirement planning, investments (stocks, real estate, and alternatives), insurance and asset protection, estate planning, charitable giving, and college planning.With clients nearing retirement, we schedule additional meetings to ensure thorough planning for this big milestone.

My clients range from real estate investors with complex financial situations, small business owners, to high-income individuals aged 40-60. I enjoy helping people looking for ways to maximize tax savings and value support in managing the real estate aspects of their portfolios.

I take pride in helping clients navigate unique situations, building strong relationships, and working closely to set and achieve their financial goals.  I’m passionate about guiding them through complex financial matters and giving them the support they need to make confident, informed decisions.

I enjoy taking on unique, complex scenarios, and specialize in creating personalized solutions for retirement planning, tax strategies, and real estate management.

The expertise and collaboration at Savvy is impressive, showing a real commitment to teamwork and endeavoring for great results. On top of that, Savvy provides investment management and highlights dedicated to helping clients navigate complex financial challenges with confidence and ease.Savvy's technology greatly boosts my productivity through task automation, it also gives me access to extensive information resources to build the right portfolios for my clients, and it allows for seamless communication with my clients.

Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.

I specialize in monitoring and analyzing rental property portfolio performance, developing a comprehensive strategy for real estate purchases, optimizing tax efficiency during sales, and transitioning from active to passive real estate investments. Additionally, exploring alternative investments, establishing small business retirement accounts, implementing charitable giving strategies, and enhancing tax planning.