Scott Tasch joined Opus Advisory Group in 2002 and works with high net-worth clients to help them navigate wealth preservation and creation strategies. Scott guides clients through the planning process with a disciplined approach to creating, maintaining and transferring wealth, supported by superior service and personal attention.
In addition to Scott’s knowledge of complex insurance portfolio design, he has extensive experience in asset management strategies. In 2007 this experience was more formally recognized, when Scott was nominated for and accepted as a member of the Investment Committee of the national Make-A-Wish Foundation. This five person group is charged with the planning and execution of the short and long-term investment strategies of this preeminent charity. Early in 2008, Scott was made a director at Opus Advisory Group. In his capacity as director, Scott is involved in the firm’s decision making process at a strategic level.
Scott Graduated from Marist College in 2001 with a BS in Business Administration. He and his wife Anne reside in Ridgefield, Connecticut with their son Matthew and daughter Maya.
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