Managing Director: Financial Planning
Baldwin & Clarke Advisory Services, LLC
Click to view Scott LaValley’s CV
Scott LaValley joined the BaldwinClarke family fresh out of college in 1982. Early in his career, he discovered a strong passion for the financial services industry and has been a devoted student of it ever since. Over the years, Scott has had the opportunity to work alongside many high-quality, knowledgeable professionals in the field. Each client engagement has been unique and rewarding, and he considers it a privilege to contribute to every situation.
As the financial landscape has evolved, BaldwinClarke has continually expanded its planning services to meet the specialized needs of both individuals and business owners in an ever-changing environment.
Outside of the office, Scott resides in Bedford with his wife and their Cocker Spaniel. He enjoys visiting their son at his home—especially playing with his puppies—as well as spending time working in the yard, playing tennis, and fitness training.
Financial & Estate Planning for Individuals and Business Owners
Scott’s primary focus within BaldwinClarke is in financial and estate planning, serving individuals and closely held business owners. His planning work covers a range of areas, including wealth accumulation, wealth and estate preservation, and comprehensive financial planning. For business owners, his services often include business continuity planning, business transfer strategies, and employee benefit and retention planning (both qualified and non-qualified). Each plan is carefully tailored to meet the specific goals, needs, and circumstances of the client. Because business and personal financial planning are often closely connected, Scott takes a comprehensive, integrated approach to ensure cohesive, effective solutions.
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 Wealth, Inc., member FINRA/SIPC. Scott is solely licensed as a registered representative of and not an investment advisor representative of Osaic Wealth. 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 Wealth’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic Wealth offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic Wealth’s Regulation Best Disclosure Document, which describes Osaic Wealth’s broker-dealer services, and other client disclosure documents can be found here. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth email: slavalley@osaicfs.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.
