Scott Syphers | Vice President & Captive Director
As the Captive Director for Broad Reach, Scott is responsible for the strategic design and development of all new captive creations as well as the maintenance and operations of our mature captive clients. Scott has a passion for bringing analytical thinking to developing strategies that eliminate obstacles and navigate effective paths to business success. Scott works with clients in all phases of the captive lifecycle including initial feasibility analysis, complex ownership structuring, domicile selection, capitalization, policy renewal and financial reporting and audit. Scott also consults with clients on prudent investment allocation adhering to NAIC guidelines and principles for insurance companies
Scott brings over twenty years of insurance and investment background working with successful companies and high-net worth individuals and families. In 2006 Scott co-founded Wealth Preservation Group LLC, DBA Broad Reach Capital, a boutique registered investment advisory firm serving the needs of corporations, insurance companies and affluent families. Scott serves as the firm’s Principal and Chief Investment Officer overseeing all asset allocation and investment decisions for the firm’s clients. In 2007, Scott also co-founded Quantum Capital LLC., a FINRA member Broker Dealer, and serves as the firm’s Principal and Chief Compliance Officer. Quantum provides investors access to private company investment through early to mid-stage venture investing along with other non-market opportunities.
Scott currently holds the series 7, 24 and 66 FINRA securities licenses.