Scott Coles is the founder of WMBC and a wealth management veteran who specializes in helping clients live with purpose and autonomy. With over 40 years of experience, he co-founded Human Wealth™, Colwin Financial Insurance Services, and WMBC to deliver a people-first approach to financial security. Through his signature Human Wealth™ method, Scott helps individuals navigate complex financial landscapes to achieve lasting independence and clarity.
Scott believes true wealth is the freedom to live on one’s own terms. This dedication to service extends to his community leadership as a past board member for Hawkeye Wrestling, Strive Inner City School, and Zaytoon International. Whether mentoring the next generation of advisors or supporting monthly charitable causes, Scott is driven by the philosophy that financial success should empower both the individual and the broader community.
A dedicated husband, father, and grandfather, Scott finds his greatest joy in life’s shared moments. When he isn't refining wealth strategies, he is likely traveling or spending time on the water with his family and friends. For Scott, the ultimate reward of a great plan is the peace of mind to enjoy the people and places that matter most.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
