Family Financial Advisor Scott Lask prides himself on not doing business the Wall Street way. “I started my own company to be 100 percent independent of Wall Street,” said Lask, president of the Scott Lask Wealth Management Group, LLC of Monroe, NY.
“The standard investment model can be very limiting and does not always work well in a variety of market conditions.”
Working for more than 25 years in the financial industry, Lask has seen first hand the short comings of what he calls the “invest and hold on” strategy. Rather, his approach centers on supply and demand.
“I work in two modes: wealth accumulation or wealth preservation. When the balance changes I have strategies to change along with it,” Lask said.
His passion for finance stems from a love for helping others. “I’ve been able to get people through what is happening now as well as the crash in 2000, and that is really exhilarating,” Lask said.
Lask forged many relationships as a member of the Rockland Business Association. “There’s a genuineness of the people I’ve met here,” he said. As an ambassador he enjoys connecting people whose businesses would most benefit each other.
Before forming the Scott Lask Wealth Management Group, LLC, he worked for Oppenheimer & Co., Gruntal & Co., Smith Barney and Wachovia Securities. Lask has an extensive background in fixed income as well as a highly disciplined investment approach for equity portfolios.
Lask grew up in Far Rockaway, New York. He graduated from SUNY Buffalo and now lives in Monroe, NY with his wife, three children and dog.
If you are interested in becoming an RBA Ambassador and have been a member for at least one year, please contact Roger Scheiber at (845) 735-2100.
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