Introducing Wistaria — Est. 1991
Retirement, insurance, and estate strategy for founders, operators, and families who expect precision — delivered by advisors with 100+ years of combined experience.
Securing your tomorrow, today.
About Wistaria Advisors
Wistaria Advisors is a boutique consulting and advisory firm specializing in retirement planning, life insurance, and estate-planning strategies. Working closely with each client's existing CPAs, bankers, and attorneys, the firm develops customized financial solutions aligned with their long-term goals.
Through partnerships with trusted, A-rated institutions, Wistaria provides tailored insurance products and tax-efficient wealth strategies. The firm combines decades of advisory experience with a strong commitment to educating clients about longevity risk, tax diversification, and long-term financial security.
Protection
Customized solutions to help you secure your financial future. We align a variety of insurance products and tax-efficient strategies with a comprehensive financial plan — empowering you to achieve long-term goals while effectively managing risks.
Retirement
Working in concert with your CPAs, bankers, and attorneys, we offer personalized guidance on retirement accounts, investment options, and tax-efficient strategies. The “fragile decade” deserves an experience-centric advisor able to objectively reduce apprehension.
Legacy
We help you build and manage wealth while making a meaningful philanthropic impact — tailored, tax-efficient strategies designed to grow assets over time, along with guidance on smart charitable contributions that align with your values.
Calendar
Tax-Efficient Retirement Withdrawal Strategies
12:00 – 1:00 PM · Webinar · Online
Life Insurance for High-Net-Worth Families
12:00 – 1:00 PM · Webinar · Online
The Longevity Risk Audit — Live Q&A
12:00 – 1:00 PM · Webinar · Online
Premium Financing for Key-Person Coverage
12:00 – 1:00 PM · Webinar · Online
Estate Planning Essentials for 2026
12:00 – 1:00 PM · Webinar · Online
Maximizing Social Security
12:00 – 1:00 PM · Webinar · Online
Why A-Rated Carriers Matter — Investor Roundtable
12:00 – 1:00 PM · Webinar · Online
Why A-Rated Carriers Matter — Investor Roundtable
12:00 – 1:30 PM · Webinar · Online
The Longevity Risk Audit — Live Q&A
6:30 – 8:00 PM · Webinar · Online
Roth Conversions in the Fragile Decade
6:00 – 7:30 PM · Webinar · Online
Charitable Giving & Donor-Advised Funds
12:00 – 1:00 PM · Webinar · Online
Business Succession & Buy-Sell Agreements
6:00 – 7:30 PM · Peter & Julie Cummings Library · Palm City, FL
2026 Tax Outlook for Retirees
6:30 – 8:00 PM · Webinar · Online
Long-Term Care Planning: Options & Tradeoffs
6:00 – 7:30 PM · Hoke Library · Jensen Beach, FL
Legacy Trusts & Generational Wealth Transfer
6:30 – 8:00 PM · Webinar · Online
Indexed Annuities Demystified
12:00 – 1:00 PM · Webinar · Online
Medicare & Retirement Healthcare Costs
6:00 – 7:30 PM · Peter & Julie Cummings Library · Palm City, FL
Social Security Claiming Strategies
6:30 – 8:00 PM · Webinar · Online
Clients
“Scott's professionalism, passion, ethical standards and unique intelligence tackles ideas, makes them work beyond expectations, and raises the bar for the rest to follow.”
“Extremely knowledgeable and communicative. A wealth of information and the patience to explain it all in layman's terms.”
“A deep understanding of the intricacies involved in estate planning and life insurance. His patience made us feel heard and valued.”
“Their patience guided me to make choices diligently as they helped me understand the technical aspects of the various products available.”
“Answered all of my questions with clarity and confidence, making complex concepts easy to understand.”
“Deep knowledge of the industry combined with strategic thinking. An invaluable asset in life insurance and wealth management.”
“Super knowledgeable, super hands-on — he leads you in the right direction. Go for it.”
“I reached out to purchase insurance and what I found was so much more. TRUE personalized service for all aspects of financial preservation.”
Contact
Reach out any time. Email scott@wistariatrading.com or send a note through our contact page.