Managing Director: Financial Planning
Baldwin & Clarke Advisory Services
Click to view Scott LaValley’s CV
I joined the BaldwinClarke family fresh out of college in 1982. I found out very early in my career that I thoroughly enjoyed all aspects of the financial services field and have been a devoted student of it ever since. Throughout the years, I have had the wonderful opportunity to work with some very high quality and knowledgeable professionals in this industry. Every client situation has been unique, rewarding and privilege to work on. Over time, BaldwinClarke has added many new planning services for both individuals and business owners to help address some to the new and specialized needs created by an ever changing financial world. My time away from BaldwinClarke is spent at home in Bedford with my wife and our 2 Cocker Spaniels. We enjoy spending time with our son at his house and playing with his 4 puppies. I enjoy spending time working in our yard as well as playing tennis and fitness training.
Financial & Estate Planning for Individuals and Business Owners
My primary focus in the Advisory Company is in the financial and estate planning area addressing the needs of individuals as well as closely held business owners. The planning can take many forms including wealth accumulation plans, wealth and estate preservation plans, and comprehensive financial plans. Additionally, planning for a business owner may involve business continuity planning, business transfer planning, and employee benefit and retention planning (qualified and non-qualified). Each plan is custom designed to fit the specific goals, needs and circumstances of the client. Of course, planning for the business owner is closely intertwined with their personal financial and estate planning so a comprehensive view is taken.
Scott D. LaValley is an Independent Insurance Broker and a Consultant/Employee with Baldwin & Clarke, LLP. Scott LaValley is an investment adviser representative of Baldwin & Clarke Advisory Services, LLC, an independent registered investment advisory firm. Baldwin & Clarke, LLP and Baldwin & Clarke Advisory Services, LLC are two of the companies within The Baldwin & Clarke Holding Company, LLC.
Securities offered through Osaic FS, Inc., member FINRA/SIPC. Scott is solely licensed as a registered representative of and not an investment advisor representative of Osaic FS. As such, he is only licensed and qualified to act in a broker-dealer capacity regarding the advice and recommendations he may provide to you. Please see Osaic FS’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FS’s Regulation Best Disclosure Document, which describes Osaic FS’s broker-dealer services, and other client disclosure documents can be found here. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS. Osaic FS email: slavalley@securitiesmail.com.
LFS-6725325-062124
603-668-4353
scottlavalley@baldwinclarke.com
One Bedford Farms Drive
Suite 102
Bedford, NH 03110
Wealth Management Services are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD #105666.
Registration does not imply a certain level of skill or training.
