My Process:

I absolutely love what I do. I help people achieve their dream life. I take stress out of my clients life by using my skill set, doing what I’m good at, and allowing my clients to do what they’re good at and enjoy their lives more fully. 

My clients often come to me with an assortment of different investments that they’ve made throughout their careers and lives. They often know what they want their financial goals to look like but don’t know how to make sense of all the different pieces they have. That’s where I come in.

I have a unique ability to see through the complex workings of a person's financials and to put together the most optimal plan for them based on their current situation and their future goals. 

I intensly listen to clients so I can understand how they feel and what their specific dream life looks like. Whether you’re recently divorced or widowed and dealing with your own financials for the first time, have recently been promoted and have additional income, or anywhere in between, together we will develop your ideal plan to get you where you want to be. 

My clients enjoy knowing they have a plan in place to get their money working for them in a tax efficient manner so they can focus on things they enjoy with the confidence that their financial plan is in good hands. 

I start by listening, by learning about you, your specific situation, circumstances, and your goals and dreams. I do more than create a planning solution, I build a personalized strategy specific to you and your situation and I help you along the way to achieve your goals. 

If you don’t know where you want to be any road will take you there. However if you have specific goals or a picture of what your dream life looks like I can help you achieve it. 

Working together you’ll learn that accomplishing your goals is all about clarifying what you want, putting a plan in place, and building confidence. If you want more out of life, more out of your financial situation, then I’m here to help you every step of the way. 

Over the last 30 years as a financial advisor I’ve found that every situation is different based on a person’s circumstances and individual goals. But what isn’t different, what doesn’t change, is that the people who stick to the plan we put in place achieve their desired lifestyle. 

This is your life, you get one chance at it, and I’m here to help you make the most out of it.

Things don’t have to be complicated, let me help you make things simple. 

Your dreams matter so don’t settle. It’s never too late to achieve your goals and I am here to help you achieve them. 

Call me today. Lets work together and achieve your dream life. 

The best is yet to come!




I live in Ballston Lake, NY with my wife Suzanne of 26 years and our wonderful 6-year old daughter Kyla. I believe in maintaining a healthy work-life balance and doing so makes me more successful as a father and husband and as a financial advisor.

My family and I love spending time together outside. Afternoons on a boat, hiking in the Adirondacks, skiing down a mountain, and swimming in a lake are some of our favorite things to do. Suzanne and I think that our daughter Kyla may have been a fish in a previous life. As soon as she sees a body of water she's running to jump in. 

In the winter I really enjoy skiing. I started skiing in 7th grade and took to it instantly. I raced at Willard mountain while at Niskayuna high school and I still race a few times a year at a local ski club. However after recently leaving Tuckerman's Ravine with stitches I've learned that I need to slow down a little bit on the mountain - which my wife likes to remind me. 

We love to travel down to Florida a couple times of year to visit our family. I do love the winter but come late February Florida is always a nice trip.

I love learning, whether it's learning a new trail on my favorite ski mountain or learning new and out of the box ways to happiness along with their financial goals. I've been a financial planner at Northwestern Mutual for over 30 years and I love my work more each year. I love what I do and I thoroughly enjoy helping my clients put the most optimal plan in place for their specific situation and then working with them through the years to create their dream life.

Scott Mc Cauley, CLU®, ChFC®, CFP®

Wealth Management Advisor

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