Scott Seltzer
- Managing Director - Investments
- Private Wealth Financial Advisor
Scott has decades of experience working with high-net-worth and ultra-high-net worth individuals and families. His clients include successful executives, entrepreneurs, business owners, as well as professionals in the areas of medicine, law, and real estate. He provides his clients with innovative holistic wealth management strategies grounded in the valuable insight and wisdom of his experience. He is adept at addressing the complex and comprehensive needs of his clients, including tax-efficient strategies, retirement planning, intergenerational wealth transfer, and philanthropic giving.
As founder of Coastal Capital Private Wealth Group, Scott is a respected and seasoned advisor with a successful career spanning three decades. He holds the Private Wealth Financial Advisor title, which is held by a select group of advisors within the firm, working with ultra-high-net-worth clients to help bring the full value of the firm to meet their clients' needs. Scott has been recognized by Forbes as a Best-in-State Wealth Advisor1 in 2021 and 2022, underscoring his status as a highly skilled and accomplished professional. Scott leverages his knowledge and his team’s capabilities, along with his carefully cultivated professional network, and the exclusive resources available through Wells Fargo Advisors and affiliates. This enables him to deliver the out-of-the-box solutions his clients need to help them achieve their financial goals and create a legacy for the future.
Over his extensive financial services career at prestigious firms, including Morgan Stanley, JP Morgan, and now Wells Fargo Advisors, he has gained the deep knowledge, agility, insight, and invaluable perspective that can only come with experience. He is fueled by his fervent enthusiasm for the markets and consistently aspires to learn, grow, improve, and expand his knowledge to better serve his clients. He stays current on trends and forecasts, connecting his clients to innovative ideas and up-to-the-minute information that helps them understand the macro financial landscape, and empowers them to pivot in changing markets. Scott can access the full breadth of exclusive resources available through Wells Fargo Advisors and affiliates, which is a distinct advantage to clients.
A believer in the value and strength of enduring relationships, Scott has worked with most of his clients for decades. He is also proud to work with multiple generations within his clients’ families, which he believes serves as a testament to the elevated level of trust and confidence his clients place in him and his team.
Resourceful and relatable, dynamic, disciplined, and devoted, Scott is committed to providing financial guidance with integrity and genuine care for his clients, their businesses, and their families. He strives to deeply understand their goals and everything that influences those goals, from their passions and priorities to their responsibilities, values, and dreams, so that he can help them ensure financial decisions align with what is most important to them.
A New York native, Scott grew up in Queens and lived in New York City and in the Hamptons before he relocated to Boca Raton, Florida, in 2020 with his wife, Sammi, and their two young boys. Scott and Sammi strongly believe in giving back to their community in ways that help make a difference. They are proud supporters of many nonprofit organizations close to their hearts, including St. Jude Children’s Research Hospital, Make-a-Wish Foundation, Magen David Adom, and Supplies for Success.
In addition, Scott has volunteered his time in leadership roles as a board member with The Michael Bolton Charities since 2017 and with South Fork Natural History Museum since 2019, as well as serving as an event vice chair with Oceana. Both Scott and Sammi also stay busy supporting and watching their children’s sports, including travel basketball. In his spare time Scott enjoys golf, skiing, fitness, as well as traveling and spending time with his family.
1 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com) 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com) The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Selfcompleted survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
As founder of Coastal Capital Private Wealth Group, Scott is a respected and seasoned advisor with a successful career spanning three decades. He holds the Private Wealth Financial Advisor title, which is held by a select group of advisors within the firm, working with ultra-high-net-worth clients to help bring the full value of the firm to meet their clients' needs. Scott has been recognized by Forbes as a Best-in-State Wealth Advisor1 in 2021 and 2022, underscoring his status as a highly skilled and accomplished professional. Scott leverages his knowledge and his team’s capabilities, along with his carefully cultivated professional network, and the exclusive resources available through Wells Fargo Advisors and affiliates. This enables him to deliver the out-of-the-box solutions his clients need to help them achieve their financial goals and create a legacy for the future.
Over his extensive financial services career at prestigious firms, including Morgan Stanley, JP Morgan, and now Wells Fargo Advisors, he has gained the deep knowledge, agility, insight, and invaluable perspective that can only come with experience. He is fueled by his fervent enthusiasm for the markets and consistently aspires to learn, grow, improve, and expand his knowledge to better serve his clients. He stays current on trends and forecasts, connecting his clients to innovative ideas and up-to-the-minute information that helps them understand the macro financial landscape, and empowers them to pivot in changing markets. Scott can access the full breadth of exclusive resources available through Wells Fargo Advisors and affiliates, which is a distinct advantage to clients.
A believer in the value and strength of enduring relationships, Scott has worked with most of his clients for decades. He is also proud to work with multiple generations within his clients’ families, which he believes serves as a testament to the elevated level of trust and confidence his clients place in him and his team.
Resourceful and relatable, dynamic, disciplined, and devoted, Scott is committed to providing financial guidance with integrity and genuine care for his clients, their businesses, and their families. He strives to deeply understand their goals and everything that influences those goals, from their passions and priorities to their responsibilities, values, and dreams, so that he can help them ensure financial decisions align with what is most important to them.
A New York native, Scott grew up in Queens and lived in New York City and in the Hamptons before he relocated to Boca Raton, Florida, in 2020 with his wife, Sammi, and their two young boys. Scott and Sammi strongly believe in giving back to their community in ways that help make a difference. They are proud supporters of many nonprofit organizations close to their hearts, including St. Jude Children’s Research Hospital, Make-a-Wish Foundation, Magen David Adom, and Supplies for Success.
In addition, Scott has volunteered his time in leadership roles as a board member with The Michael Bolton Charities since 2017 and with South Fork Natural History Museum since 2019, as well as serving as an event vice chair with Oceana. Both Scott and Sammi also stay busy supporting and watching their children’s sports, including travel basketball. In his spare time Scott enjoys golf, skiing, fitness, as well as traveling and spending time with his family.
1 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com) 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com) The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Selfcompleted survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.