A complete list of active advisors currently associated with Devens Wealth Management

Warmer can help you find a great advisor at Devens Wealth Management or one who fits your needs even better.

Devens Wealth Management provides discretionary wealth management and ongoing financial planning to individuals, high‑net‑worth clients, trusts and estates. The firm manages approximately $3.5 million across eight client relationships and generally does not impose a minimum account size. Investment decisions are driven by fundamental analysis and implemented primarily with low‑cost exchange‑traded funds; the advisor maintains a long‑term orientation but may trade short‑term, use options for certain clients, or retain legacy positions for tax or fit. Financial planning is bundled with wealth management at no additional charge, and accounts are monitored on a continuous basis. The firm was established in 2025 by a principal who transitioned from long tenures at large wire‑house firms, and its very small, concentrated client roster is notable for a registered independent advisor. Devens Wealth operates on the Schwab Advisor Services platform (receiving certain institutional benefits) and has written policies around personal trading and conflict mitigation, including trade aggregation practices.

To learn more about the advisors currently working at Devens Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Devens	Newport Beach, CA	27

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