Scannell Wealth Management delivers proactive, objective plans and solutions helping our clients to reach their distinctive family goals.
As fiduciaries, we place our clients’ interests first and provide transparent, comprehensive financial advice. Our partnership with HighTower, an advisor-owned and client-centered independent advisory firm, helps us maintain our open, genuine client focus with Wall Street resources and sophistication.
Our clients' goals and dreams change while most financial products do not. Clients work with us not because we sell products - we don’t. They work with us because we create customized plans based on their distinctive goals, and we continuously reevaluate their portfolios to ensure they are aligned with changing needs. We specialize in preparing heirs to responsibly receive wealth. We believe assets should expand horizons, not limit them. Our clients rely on us to help protect their futures, and we take that trust to heart.