Personalized Service

"Comprehensive and personalized: Our comprehensive investments and related management services are delivered with personal service, professional consulting, and excellent technology."

As a Principal and Regional Director for Wipfli Hewins Investment Advisors, Scot Roche emphasizes personal service by tailoring our comprehensive wealth management and investment planning strategies and services to suit each client's unique situation. Scot provides prudent investment management to help protect and grow clients' wealth, upholding a commitment to and an understanding of the needs and personal goals of his clients.

Scot reviews his clients' financial plans with them annually and reviews investment portfolios quarterly, ensuring that the clients' personal goals have remained on target. "I work closely with CPAs and estate planning attorneys to serve our clients' intricate needs in a coherent and holistic manner." Capitalizing on opportunity is the goal and the strategy for Scot and the services he offers to his clients.

Scot has over a dozen years of experience in the financial services industry. He worked in the tax and wealth management divisions of RSM McGladrey, Inc. before helping direct LCV Wealth Management's consulting team for eight years, prior to his promotion to Executive Officer in 2006. As Executive Officer at LCV Wealth Management, he focused his practice on providing investment advisory services, as well as estate, tax and risk management planning. Scot's background in financial planning and disciplined investment management has helped shape his wealth management philosophy—Scot considers taxes at every interval, aiming to facilitate clients' complex financial lives step-by-step.

Away from the office, Scot spends time with his wife and daughter and enjoys golfing and sailing with friends and family.

A Career in Financial Planning and Investment Management

• Principal and Regional Director, Wipfli Hewins Investment Advisors, LLC
• Executive Officer, LCV Wealth Management, Ltd.
• Associate, Tax and Wealth Management Divisions, RSM McGladrey, Inc.

Education and Credentials

• Bachelor of Arts in Accounting from Grand View University
• Juris Doctorate, Marquette University
• Member, State Bar of Wisconsin
• Member, Illinois CPA Society
• Member, American Institute of Certified Public Accountants (AICPA)
• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)

Contact Scot
815-484-5608
[email protected]

Download Bio

[ Back ]

Paladin Disclosure: FADD (Financial Advisor Due Diligence) is the process Investor Watchdog (the accreditation agency used by Paladin) uses to gather information from financial advisors and publish online reports that document their credentials, ethics, business practices, and financial services. Investor Watchdog validates the information advisors submit for their compliance records. Investor Watchdog does not validate the accuracy of other information in the report.