Bennett & Porter

Overview

Bennett & Porter is based in Scottsdale, Arizona.² The firm says its multifamily office model gives individuals, families and businesses one point of contact for wealth management and insurance needs.¹ It describes its relationship approach as combining tailored solutions, specialized expertise and responsive service.¹

History

Jack Bennett and Scott Porter co founded Bennett & Porter in 2002.¹ The firm says Jack Bennett spent 10 years in the insurance industry before co founding the company.¹ Scott Porter joined Bennett & Porter as a partner in 2006.¹ The About page says the firm employs more than 50 experienced, certified finance and insurance professionals, although the current employee count is unverified.¹

Timeline

1. 2002Jack Bennett and Scott Porter co founded Bennett & Porter in 2002.
2. 2006Scott Porter joined Bennett & Porter as a partner in 2006.

Leadership

Jack Bennett is President and Founding Partner.¹ Scott Porter is Senior Vice President of Wealth Management and Founding Partner.¹ Gregg Murset is Vice President of Employee Benefits.¹ Jeremy Smith is Chief Operating Officer.¹

Scott Porter is listed with the Certified Financial Planner designation and Series 7, Series 6 and Series 63 securities licenses.¹ Gregg Murset is listed with the CFP, ChFC, CLU, REBC, CFS, RHU and CASL designations.¹

Services

Bennett & Porter lists financial planning, asset allocation, asset management, estate planning, tax allocation and risk management among its wealth management services.² The firm describes financial planning as covering budgets, investments, savings, taxes and other short term and long term goals.² It describes asset allocation as an investment strategy based on a desired risk level and financial goals.²

Business wealth management services include SEP and SIMPLE IRAs, pension plans, succession planning, key person planning and captive insurance companies.² Personal wealth management services include Roth IRAs, alternative investments, tax saving strategies, annuities, college savings plans, mutual funds, trusts and wills, Social Security planning and Medicare planning.²

The firm lists personal auto, home and property, life, flood, renters, motorcycle and watercraft insurance.² Business insurance offerings include commercial auto, commercial building owners, commercial property, general liability, inland marine, apartment building owners, professional liability, bonding, business umbrella and workers compensation coverage.² It also lists employee benefits, industry insurance for electrical, plumbing and HVAC contractors, and Mexico insurance.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Risk and insurance
• Private and alternative investments

Client focus

The firm states that its multifamily office model serves individuals, families and businesses.¹ Its listed business services address retirement plans, succession planning, key person planning and business insurance needs.² Its personal services address investment, estate, tax, education, retirement and insurance planning.²

Investment philosophy and approach

The firm says its asset allocation process considers the client’s desired risk level and financial goals.² Its financial planning description includes investments, savings, taxes, budgets and other short term and long term goals.² A 2017 Phoenix Business Journal wealth management panel identified Scott Porter as Senior Vice President of Wealth Management and Founding Partner and described him discussing defined benefit plans, alternative investments and planning for small business owners.³

FAQs

Related resources

• LocationMultifamily offices in Scottsdale

  This Scottsdale directory helps families and business owners compare firms serving the same Arizona market. It can provide context for reviewing investment management, financial planning, tax planning, estate planning, and insurance services within a multifamily office model.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related estate matters. Readers can use these materials to prepare questions about estate planning, tax considerations, and transferring wealth when evaluating a firm serving families and business owners.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how multifamily offices differ from single family offices and virtual family offices. Understanding those structures can help a Scottsdale family or business owner assess which service model fits needs involving investments, planning, insurance, and family wealth coordination.

• GuideHow multifamily offices invest

  This page describes common ways multifamily offices approach investing, including portfolio construction and private or alternative investments. It gives prospective clients useful topics to discuss when reviewing Bennett & Porter's investment management services and considering how different assets may fit broader financial plans.

• Similar firmsPROATHLETE WEALTH MANAGEMENT LLC
  AWM Capital, LLC
  SharpePoint

  Profiles for PROATHLETE WEALTH MANAGEMENT LLC, AWM Capital, LLC, and SharpePoint offer additional points of comparison on this site. Reviewing their stated services and client focus can help a family or business owner frame questions about planning, investments, insurance, and the role of a multifamily office.

Sources

1. Bennett & Porter About page, (accessed 2026 10 23)
2. Bennett & Porter website, (accessed 2026 10 23)
3. Phoenix Business Journal wealth management panel, (accessed 2026 10 23)
4. Bennett & Porter locations page, (accessed 2026 10 23)
5. SEC IAPD firm record, (accessed 2026 10 23)

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.