Trevor Scotto: Top Next-Gen Wealth Advisors Best-in-State (2025)

Trevor Scotto is ranked #53 on Forbes’ 2025 list of Top Next-Gen Wealth Advisors Best-in-State for Northern California. He specializes in serving successful families, tech professionals, physicians, nurse practitioners, and retirees across the Bay Area and Silicon Valley.

Scotto co-founded the firm in 2016 and is known for integrating tax preparation and advanced planning with customized investment strategies tailored to each client’s values and goals.