Scott Hengerer, CMFC™, CRPC, serves as a Private Wealth Advisor at James River Private Wealth, bringing over 26 years of professional experience to his role. Born in California and raised in Virginia, Scott's career path took a unique turn. Initially, he ventured into law as a senior paralegal in securities class action litigation; however, his passion for directly impacting people's lives led him to the financial industry, where he has thrived by helping clients transform their financial dreams into reality.
Scott holds a degree from Hampden-Sydney College and has developed a profound understanding of financial planning throughout his extensive career, specializing in asset management, retirement income strategies, tax planning, and more. However, what truly sets him apart is his unwavering focus on providing bespoke solutions that cater to each client's unique needs. He values the deep, lasting friendships that have grown from his professional relationships and delights in seeing his clients pursue their financial and life milestones.
Residing in Virginia with his wife Laura and stepdaughters Virginia and Anne Page, Scott balances his busy professional life with a rich personal life. He is an avid golfer, pickleball player, and car enthusiast, and he enjoys gardening and traveling with Laura. As a Level 3 Sommelier, his passion for wine is as refined as his financial management strategies. Scott is also deeply involved in his community, supporting several local charities and organizations.
At James River Private Wealth, Scott guides clients through every stage of their financial journey without setting asset minimums, focusing instead on aligning goals. His approach to financial advice centers on making proactive choices rather than sacrifices, ensuring that every strategy is as individual as the clients he serves. This, he believes, echoes his philosophy that financial planning is not just about securing resources but enriching lives.