Our market is saturated with financial firms that sound similar in nature. However, Scannell Wealth Management Group is very distinct in both its application and client outcomes. We are a locally owned, independent firm that differentiates ourselves through service, brand and relationship.
We believe that money is a means, not an end. More important than the accumulation of funds is the utilization of assets to achieve life dreams or goals. Perhaps retirement, independence, travel, or providing for future generations is part of your long-term plan. Our objective is to help you realize your dreams.
At Scannell Wealth Management Group, we prepare a customized wealth management plan for each client and then assist them to proactively implement, monitor and revise the plan as their situation, the economy and tax laws change. Our strategy is to independently utilize investment products that are best suited to each individual client. This approach may be different than other financial firms.
We don't replace existing advisors - CPA, attorney, insurance agent, or trust officer. Instead, we help coordinate those advisors and provide on-going and proactive consolidated reporting and advice.
Scannell Wealth Management Group functions as a client's personal CFO, striving to make certain that all aspects of our families' financial affairs are organized and working together. Our priority for each client is to help reduce tax exposure, make investment decisions within the allotted risk tolerance, oversee the debt side of the balance sheet, work with business succession issues and keep estate issues current.
We like to think that our services are "Client First," independent and comprehensive.
Click here to learn more.Scannell Wealth Management Group provides independent tax, estate, investment, retirement and business succession planning to over 50 years of experience, we can reduce your financial fears and help insure your financial success.