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Introducing Scannell Wealth Management Group
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.
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Scannell Wealth Management Group
provides independent tax, estate, investment, retirement
and business succession planning to business owners,
executives and retirees. With over 43 years of
experience, we can reduce your financial fears and
help insure your financial success |
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Securities offered through First Heartland Capital, Inc.
Member FINRA & SIPC
Advisory Services offered through
First Heartland Consultants, Inc.
Scannell Wealth Management is not affiliated with
First Heartland Capital, Inc.
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This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Employees or representatives acting as agents of Scannell Wealth Management may transact business in a particular state only if first registered, excluded or exempted from registration requirements. Tim Scannell and Jennifer Reed are Registered Representatives of First Heartland Capital, Inc., a registered broker/dealer based in Lake Saint Louis, Missouri. Scannell Wealth Management is not affiliated in any way with First Heartland Capital, Inc.
Copyright © 2009 Scannell Wealth Management Group
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