Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Three generations in front yard

Scott Mintz

Senior Vice President–Wealth Management

Financial Advisor

CA Insurance License #0F73773

I am a wealth advisor with The Mintz Wealth Management Group, a unique multi-generational family business within UBS Financial Services Inc. We see ourselves as your financial as well as life advocates. Like a boutique, our practice is committed to accessibility and exceptional service.

We have been fortunate to serve generations of our clients’ families who have trusted generations of our family to provide them with solutions through their life events. While markets, investment solutions, and financial services have increased in complexity and speed of change, our approach to serving our clients and their families has stood the test of time.

With decades of experience during many market cycles, a consistent, repeatable investment process and a commitment to putting you and your needs first, we are well-positioned to help your wealth work more powerfully for you today and in the future.

We work with our clients to bridge the solid foundation of the past, their needs of the present, and their goals for the future.

We would welcome the opportunity to spend some time with you to explore whether our “family business” is the right team to help you manage your “family business.”

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IA
  • ID
  • MA
  • MD
  • ME
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • RI
  • TN
  • TX
  • VA
  • VT

Education

  • Bachelor's of Science, SUNY Binghamton
  • Master's of Business Administration, University of Wisconsin, Madison

Credentials

  • Portfolio Manager
  • Wealth Advisor
One State Street
Suite 1600
Hartford, CT 06103
  • (860) 727-4614

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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