303-848-3637

Established Guidance. Enduring Stewardship.

With over 20 years of combined experience, the principals of Scobie Wealth Management have been delivering thoughtful wealth and insurance strategies built to endure for generations.

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TRUST & LEGACY

A Reputation Built Through Experience.

Scobie Wealth Management brings a steady hand into the modern financial landscape. We combine legal insight, insurance planning, and wealth management under one disciplined approach.

Years of Combined Experience
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Dedicated to helping clients navigate complex financial decisions with discipline and insight.

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Comprehensive Financial Services

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Investment Management

Strategic portfolio oversight aligned with long-term objectives and risk tolerance.

Retirement Planning

Thoughtful protection strategies designed to safeguard families and preserve estates.

Estate Planning

Collaboration and administrative guidance to ensure continuity and clarity.

Insurance Planning

Strategic coverage solutions designed to protect your assets, income, and family against life’s expected and unexpected events.

In a profession where trends come and go,

trust remains constant.

Our recommendations are grounded in integrity, discipline, and a commitment to doing what’s right for each client. We believe advice should align with the principles we live by.
We prioritize decisions that support enduring outcomes, not short-term performance. Every strategy is built with years—and generations—in mind.
We help families navigate wealth with care, ensuring it supports not only today’s needs but future generations. Thoughtful planning today creates stability for decades to come.
Our approach favors clarity, experience, and disciplined judgment over trends or market noise. We focus on what works, not what’s popular.
We view wealth as something to be carefully managed, not chased. Our role is to guide and protect it with patience, responsibility, and long-term perspective.

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Contact Patrick

Patrick Scobie

Partner | Investment Advisor Representative

Patrick brings more than three decades of experience as an attorney with an LL.M. in taxation. His background in estate planning and wealth transfer provides a strong technical foundation for his work with individuals and families. In addition to his legal career, Patrick has served as a board member of a multi-generational family business, helping guide long-term succession and stewardship. These experiences inform his thoughtful, disciplined approach to financial planning. Patrick works closely with clients to navigate estate strategy, tax considerations, charitable planning, and investment oversight with clarity and direct communication.

Originally from Wisconsin, Patrick now resides in Denver with his wife, Priscilla. He enjoys cooking, traveling, spending time with family, and embracing the Colorado outdoors.

Contact Ian

Ian Scobie

Partner | Investment Advisor Representative

Ian believes wealth management begins with trust and clarity. He works closely with clients to simplify complex financial decisions and provide steady guidance grounded in long-term thinking.

Introduced to the profession through personal finance studies in college, Ian’s deeper perspective developed from years of observing multi-generational estate planning firsthand. That experience shaped his belief that thoughtful planning and disciplined advice can meaningfully impact families for decades.

His work combines technical analysis with ongoing client partnership, with a focus on practical solutions and clear communication.

A Colorado native, Ian lives in Denver and enjoys fly fishing, skiing, and time in the mountains. He once rode a motorbike down the Pan-American Highway and coached Team Argentina in the 2014 World Lacrosse Championships.