Shaughn Scott, CFP®, CIMA®
Partner
Shaughn brings nearly two decades of experience guiding institutions and individuals through complex financial landscapes with discipline, transparency, and a planning-first approach. Beginning his career during the 2007–2008 financial crisis, Shaughn developed a deep appreciation for resilient, goals-based planning and the importance of sound investment strategies across all market cycles.
Shaughn works extensively with labor unions and nonprofits, where he advises leadership on fiduciary responsibilities and investment strategy for a range of fund types. This includes operating funds (such as General Funds, Reserve Funds, Strike funds, Work Preservation Funds), Training Trusts, Health and Welfare Trusts, and Defined Contribution Plans. He helps these organizations develop and implement investment policy, manage risk, meet compliance obligations, and uphold their long-term mission on behalf of members.
For individuals, Shaughn provides comprehensive financial planning and investment management to a wide range of clients, including retirees, business owners preparing for succession or sale, professionals managing equity compensation or building wealth, and families navigating significant liquidity events such as inheritances or the sale of a business. These clients are often looking to simplify complexity, preserve and grow their wealth, and make confident, informed decisions. Shaughn helps them do so through a structured, planning-led process.
His investment philosophy is built on long-term discipline, diversification, and tax efficiency, and is grounded in financial best practices that focus on translating wealth into meaningful outcomes—whether that means funding retirement, creating a legacy, or supporting future generations.
Clients value Shaughn not only for his technical expertise but for his straightforward style, integrity, and good-natured sense of humor. He believes in building lasting relationships through clear communication, high service standards, and a deep understanding of each client’s priorities.
Prior to co-founding Scott Capital Advisors, Shaughn served as a first vice president–investment officer at Scott Wealth Management Group of Wells Fargo Advisors. Shaughn holds a B.S. in Communications from Portland State University and is both a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®).
He lives in Portland with his wife, Chloe, and their two sons, Henry and Brady. He enjoys the outdoors, staying active, and spending time with friends and family.