Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
5 years
Location
Wilmington, VT 05363
Eagle Strategies (NY Life)
Enterprise
Scott Salway is a financial advisor with Eagle Strategies (NY Life) based in Wilmington, VT, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Eagle Strategies since 2024 and operates Salway Financial Strategies, which offers New York Life products and brokers non-registered insurance products. Outside of his advisory work, Salway coaches a competitive high school snowboard team and facilitates after-school nature walk and chess programs. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers tailored advice across multiple program types and manages most assets on a non-discretionary basis, working closely with institutional sponsors within an integrated New York Life affiliate structure.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Wilmington, VT
1 School Street, Suite 2 4
Wilmington VT 05363
Advisors at this office
1
Vermont
5 years of industry experience
Eagle Strategies (NY Life)
2024 - Present • 2 years
Wilmington, VT
Salway Financial Strategies
2023 - Present • 3 years
Wilmington, VT
Windham Southwest Supervisory Union
2020 - Present • 6 years
Whitingham, VT
NYLife Securities
2020 - Present • 6 years
Windsor, CT
New York Life Insurance Company
2020 - Present • 6 years
Windsor, CT
Ridge Top Club
2019 - 2019 • 1 year
North Haven, CT
Mount Snow
2012 - 2018 • 6 years
Dover, VT
Twin Valley Middle High School
2008 - 2020 • 12 years
Whitingham, VT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Stamford, VT
The Alchemists, LLC
Shannon Clark is a Certified Financial Planner® at The Alchemists, LLC with 10 years of industry experience. Clark has previously worked at Kestra Advisory Services LLC, Nicollet Investment Management, Inc., and Wilkerson Resource Advisors, LLC. The Alchemists, LLC manages approximately $25.7 million in assets for about 91 clients, offering portfolio management, financial planning, and retirement plan consulting. The firm focuses on long-term, passive asset-allocation strategies based on Modern Portfolio Theory, supplemented by fundamental and technical analysis, and emphasizes client education through workshops and seminars.
Series 63, Series 65
Stamford, VT
The Alchemists, LLC
Margaret Koosa is a financial advisor at The Alchemists, LLC in Stamford, VT, holding Series 63 and Series 65 licenses with 14 years of industry experience. Her prior roles include positions at Brookwood Investment Group, Belpointe Asset Management, and Waddell & Reed. She is also an independent insurance agent. The Alchemists, LLC provides portfolio management, financial planning, and retirement plan consulting to individuals and businesses, managing approximately $25.7 million in client assets. The firm employs a long-term, passive asset-allocation strategy based on Modern Portfolio Theory, complemented by fundamental and technical analysis.
Series 63, Series 65
Brattleboro, VT
Prentiss Smith & Company, Inc.
Gertrude Saville is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has been with Prentiss Smith & Company since 1989. Prentiss Smith & Company provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, emphasizing capital preservation and detailed client communication through regular reports and statements.
Series 65
Brattleboro, VT
Prentiss Smith & Company, Inc.
Penelope Kaufman is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, with 18 years of industry experience. She holds a Series 65 designation and has been with Prentiss Smith & Company since 1999. Prentiss Smith & Company provides investment management services primarily for individuals and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach with an emphasis on capital preservation and offers detailed client communications through regular reports and statements.
Series 63, Series 65
Brattleboro, VT
Prentiss Smith & Company, Inc.
Prentiss Smith is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has worked at Prentiss Smith & Company, Inc. since 1982. Prentiss Smith & Company, Inc. provides investment management services primarily for individual clients and endowment funds, also serving trusts, estates, charitable organizations, and corporations. The firm employs a long-term growth at a reasonable price (GARP) investment approach, combining quantitative screening with fundamental analysis, and emphasizes capital preservation.
Series 65
Brattleboro, VT
Prentiss Smith & Company, Inc.
Prentiss Smith is a financial advisor at Prentiss Smith & Company, Inc. in Brattleboro, VT, holding a Series 65 credential and with 14 years of industry experience. He has been with Prentiss Smith & Company since 2002. Prentiss Smith & Company provides discretionary investment management primarily for individuals, trusts, estates, charitable organizations, corporations, and endowment funds. The firm employs a growth-at-a-reasonable-price (GARP) investment style that combines quantitative screening and fundamental analysis, offering both total-return and relative-return approaches while considering societal effects without relying solely on social criteria.
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