ABOUT
Building things to last may be an old-fashioned concept, but at Latigo Peak Partners, it is our overwhelming aim.
Wealth is not just about money in the bank or the value of a home. It is about security, expanded opportunity, and a confidence that lasts for generations. This is family capital; the freedom to build something that will endure.
Accumulating family capital, and the possibilities it enables, starts with superior investment performance.
At Latigo Peak Partners we devise custom strategies designed to deliver on this family capital promise. Once that strategy is agreed, we don’t simply invest clients’ money as if it was our own. We invest our money like it’s theirs; 100% of our liquid net worth goes into the portfolios we manage, ensuring alignment.
“We only succeed when our clients do. And when they do, they have the freedom to shape what comes next. That is the power of family capital.”
Process
Don’t mistake a crowd for a compass
Independence
Conviction
Divergence
Independence
Conviction
Divergence
services
A wider view of wealth
Our strategies and portfolio recommendations exist entirely in service to our clients’ needs and ambitions.
Performance is a priority.
At a minimum, we ensure our portfolios meet our clients’ income and capital growth needs. But it also means delivering on tax planning requirements, philanthropic endeavors and wealth transfer plans. It is only by focusing on all of these that we are able to deliver on our ultimate promise: enabling family capital.
We help our clients in other ways, too, such as by arming them with the skills to better understand how wealth can support their underlying goals. Our education programs and seminars instill greater financial literacy, awareness about wealth transfer, and investor confidence.
Our capabilities at a glance:
Investment
Management
Wealth
Advisory
Next
Generation
TEAM
Working together
Our firm is co-founded and led by Phil Scott and Jim Atwood, who have a combined 84 years of experience managing wealth on behalf of clients and have worked together for over two decades.
The Latigo Peak team includes 48 other team members, many of whom have worked with Phil and Jim for more than 15 years.
The team has been frequently recognized by publications including Forbes and Barron’s as among the top wealth advisers in America.
Co-founder of Latigo Peak Partners alongside Jim Atwood, Phil has been advising individuals and families on wealth management for more than four decades.
Most recently, he was a Managing Director at J.P. Morgan Wealth Management, having joined the bank when it acquired First Republic Private Wealth Management, where Phil had fulfilled the same role. He previously spent many years working as an advisor at Merrill Lynch.
Phil is graduate of the U.S. Naval Academy, where he earned degrees in International Relations and General Engineering.
Husband to Lesli and father to their three children, Phil is also a supporter of a number of philanthropic causes, including the George Pocock Rowing Foundation, the Robin Hood Foundation and the Everglades Foundation.
Co-founder of Latigo Peak Partners alongside Phil Scott, Jim is a highly experienced wealth manager who has advised individuals and families for more than 40 years.
Prior to establishing Latigo Peak, Jim spent eight years with First Republic Private Wealth Management, the last three of which were as part of J.P. Morgan Wealth Management, following its acquisition of First Republic.
Previously, Jim served for more than 30 years as a private wealth advisor at Merrill Lynch.
Jim is a graduate of the University of Vermont, where he earned a degree in political science.
He is married to Kristen and they have five children.
