More than just investments

We help care for you and your loved ones by designing individualized and comprehensive financial plans utilizing our refined and proven 6-step B.R.I.D.G.E Process.

Our B.R.I.D.G.E. Process

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We Create Lasting Connections & Strategies

At our practice, we believe that financial success is built upon strong relationships and tailored strategies. We take the time to understand your unique goals and challenges, crafting personalized strategies that help you work toward financial well-being for years to come.

Sincerity Wealth takes a comprehensive approach to financial planning—one that’s grounded in real conversations and genuine connections. With deep roots in Sault Ste. Marie and decades of experience across banking, consulting, financial planning, and tax strategies, our team combines expertise with a community-centered focus that puts people first.

Our B.R.I.D.G.E. Process offers a clear, tailored path for clients at every stage, from managing day-to-day finances to planning major life events. This isn’t just about investments; it’s about helping families plan for a meaningful future with the guidance of qualified and collaborative advisors who truly care.

LPL Financial and Sincerity Wealth Solutions – A Powerful Partnership

At Sincerity Wealth Solutions, our partnership with LPL Financial—the nation’s #1 independent broker-dealer*—gives us the strength and stability of a powerhouse behind every personalized plan we create. LPL’s industry-leading resources, research, and cutting-edge technology allow us to stay focused on what matters most: you. Their support empowers us to offer objective guidance, innovative solutions, and the freedom to always put your best interests first. What if you could dream bigger, plan smarter, and move forward with confidence? With LPL and Sincerity Wealth behind you, you can.
*As reported by Financial Planning magazine, 1996–2024, based on total revenues.

Retirees

Individuals and couples either approaching or in retirement looking to better position their investments with a personalized plan to address income needs as well as lifestyle and legacy goals

Young Professionals

Clients in their professional career years turn to us for guidance in building a strong financial foundation, focusing on smart investing, debt management, and future planning to work toward pursuing their long-term goals

Small Business Owners

Entrepreneurs rely on our expertise to help optimize their financial operations, manage business and financial risks, and plan for sustainable growth and succession

Widows and Widowers

Widows and widowers often turn to us for personalized guidance and support, helping them make informed decisions during a difficult time and looking to help ensure their long-term financial well-being

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A Partnership Built on Trust

Our practice is dedicated to building a strong partnership with each and every family, helping to ensure their unique needs and goals are at the forefront of our strategies. We prioritize trust and transparency, providing clear and honest advice to foster long-lasting relationships.

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Build Confidence For Your Financial Future.

Our experience has taught us the importance of taking a holistic, bottom-up approach to financial planning, incorporating all aspects of our client’s financial lives in one comprehensive plan.

Our Advisors collectively serve over $180 Million in brokerage and advisory assets through LPL Financial (as of 1/15/26)

2

Experienced Advisors

19

States

LPL Ascent Club Member

Ranked 2,091 out of 32,000+ advisors as of 2/10/2026.

Achievement is based on annual production among LPL-affiliated investment programs only.

Test Your Investment Knowledge

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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A Dedicated Team

We have a experienced and compassionate team of professionals dedicated to assisting you and your family with your financial planning and investment goals.

Meet The Team

What Our Clients Are Saying
"We can't say enough good things about working with Dave Scott and the team at LPL Financial! Their expertise and dedication are truly top-notch. They take the time to explain everything clearly, ensuring we fully understand our financial options. They are always available when we have questions, providing prompt and thoughtful responses.
What really makes a difference to us, is that they take the time to listen and understand our goals (financial and personal) and tailor strategies to help us achieve them. It's refreshing to work with a team that values our input and partners with us every step of the way. Highly recommended!"
- Alan & Michelle

This statement is a testimonial by a client of the financial professional as of 12/9/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

What Our Clients Are Saying
I met Dave a short time after my husband’s death in 2021 which was just one year into our retirement. He came highly recommended by a good friend who felt Dave would be a very good fit for me and my circumstances. He was absolutely right! Dave is patient and understanding. He always listens carefully to what I have to say before giving any advice. I wasn’t very involved in the financial strategy my husband had planned out for our retirement years, so wasn’t prepared in the slightest for having to deal with it all on my own. Quite frankly, I had no idea where to even begin! Thankfully, I didn’t have to go it alone. The past three years haven’t been easy ones but thankfully, I’ve had Dave and his team helping me whenever I have a financial question or need. I know Dave has my best interest in mind and am confident that he truly cares for his clients. I consider him much more than just my financial advisor. He is a friend.
- Linda

This statement is a testimonial by a client of the financial professional as of 12/05/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

What Our Clients Are Saying
It has been a year and a half now that my husband Tom passed away. I remember how vulnerable, confused and bereft I felt. I always wanted to thank you for taking the time to support me during this painful period in my life. Not only did you give me financial advice, but you were always there for me whenever I had a question. You helped me establish a new trust, assisted me with social security questions and set up a solid portfolio fit for a recently widowed senior.

I will always remember the advice my husband gave me not long before he died: “Have Dave Scott at LPL take care of all money affairs. He is a man that you can trust and rely on for sound financial advice. He will take care of things for you.” Truer words were never spoken. Thank you, Dave.
- Barbara

This statement is a testimonial by a client of the financial professional as of 12/06/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

What Our Clients Are Saying
My husband and I have been utilizing the Financial Services of Dave Scott and Nick Kibble for several years. Their professional approach to managing our finances has been very effective in helping us with our financial growth. They are loyal, honest, and very sincere which are all the qualities we want in a Financial Advisor. We highly recommend Dave Scott or Nick Kibble’s services to anyone looking for financial assistance.
- Jeff and Patti

This statement is a testimonial by a client of the financial professional as of 12/23/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

What Our Clients Are Saying
After finding Dave Scott and his team at LPL Financial Services several years ago, we felt very confident using their services and following their advice for making informed decisions and arrangements for our financial investments. They were extremely knowledgeable, professional, courteous and helpful in explaining everything we needed to know to make a sound financial portfolio. Dave and his team are true professionals in their field. They are always available to help whenever we have questions or concerns and are prompt with answering our inquiries. They also keep us informed of anything that might impact our investments. They have the foresight, knowledge and proficiency about financial planning that is so important in preparing a valid investment strategy. The dedication, care and concern they have for their clients is truly exceptional. They are skillful in designing a financial plan based on individual situations, needs, goals and desires. Dave and his team have helped us through the various stages of our financial planning from our working careers, throughout our retirement years and beyond. You can’t put a price on assurance when it comes to financial planning with an advising team that has the expertise, care, forethought and dedication that this team has. Thank you Dave, Nick and Joel…….we really appreciate everything you have done for us! We highly recommend Dave Scott and his team at LPL Financial Services.
- Rick and Cheryl

This statement is a testimonial by a client of the financial professional as of 03/27/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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