Who We Serve
At Doll Capital Advisors, we are privileged enough to work with a select number of families and individuals who want to pursue financial freedom. As a boutique firm, we provide an unmatched level of customer service and care to each and every client.
We specialize in working with high-net-worth individuals in the San Diego, Orange County, and LA areas, as well as the greater Southern California region. Scott lives in the small, tight-knit city of San Juan Capistrano and cares deeply about the community and residents who live there.
As a Chartered Market Technician, Scott helps his clients answer important questions about their portfolios, such as:
- Am I taking too much or too little risk in my portfolio?
- Should my portfolio be down right now?
- How actively is my current financial advisor managing my investments?
- How much will I need to retire comfortably?
- What’s going on with the market? How does it impact me?
If any of these questions resonate with you, contact our firm today for a complimentary consultation!