Descriptions:
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. 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.
Financal Advisor, Bussiness, Retirement, College Fund, 401k, Finance, Investing, Wealth Management, Consultant