Guiding Your
Financial Journey

Helping you move forward with a clear plan, steady guidance, and confidence in your financial future.

Scott Arrasmith, MBA Investment Advisor Representative

Serving Colorado Springs & Surrounding Communities

29+ Years of Industry Experience

(719) 602-1400

A coach’s mindset, applied to your finances.

Hi, I’m Scott.

Before becoming a financial advisor, I served in the Air Force at NORAD, working on the Space Command budget while completing my MBA in Finance & Accounting and an MS in Information Systems. That experience — balancing complexity, discipline, and long-term thinking — continues to shape how I approach financial planning today.

I also spent years coaching basketball, which reinforced a simple idea: success comes from clear direction, consistent discipline, and thoughtful adjustments over time.

For more than 29 years, I’ve worked with individuals and families to bring clarity to their financial lives — not just building plans, but helping them make confident decisions through all market environments. My role is to help you create a plan you understand, stay focused on what matters most, and move forward with confidence.

Clear plans. Thoughtful guidance. Confident decisions over time.

Scott Arrasmith · MBA, Finance & Accounting · MS, Information Systems · 29+ Years in Financial Services

A clearer path forward for yourfinancial life.

Practical guidance, tailored to your life.

Financial Planning

A clear, written plan that connects your goals to the choices you make every day.

Investment Management

Thoughtful portfolios built around your timeline, comfort with risk, and tax picture.

Retirement Planning

Strategies for saving, transitioning, and drawing income with confidence.

Wealth Strategy

Coordinated guidance across investments, your business, and what you pass on.

A different kind of advisor relationship.

Built Around You

Every plan starts with your goals and your circumstances.

In It Together

A long-term partnership measured in decades, not transactions.

Honest talk

Plain language, straight answers, and proactive updates — always.

Disciplined Investing

Evidence-based portfolios designed to stay the course through any market.

Three steps. One trusted partner.

01

Discover

We talk through your goals, your concerns, and what success looks like for you.

02

Plan

Together we build a clear, written strategy tailored to your timeline and priorities.

03

Guide

Ongoing reviews and steady adjustments as your life and the markets evolve.

Start your financial journey today.

Let’s start with a simple conversation.

Start the Conversation

Choose a time that works for you. A quick conversation is the best place to begin.

Prefer to call?

(719) 602-1400

office

7035 Campus Drive, Suite 904
Colorado Springs, CO