Our Investment Process

Why Scannell Wealth Management?

From estates and businesses, to time spent with loved ones and pursuing lifelong dreams, we offer our clients more time to do the things they love, with less worry about building and protecting their assets.


Our Process

Our disciplined four-step investment process enables us to construct custom, well- diversified portfolios that help our clients achieve their articulated investment goals, such as cash flow requirements and long-term capital stability and growth. We focus on high quality investments and emphasize capital preservation above all else.

Analysis and Planning

Assessment and Review

Monitoring and Ongoing Management

Implementation and Execution

Assessment and Review

After the first fact-finding meeting, we develop a plan based on identified goals, investment requirements and client-defined constraints. We review this plan with our clients, make revisions and give thoughtful advice based on our experience and knowledge of the current and extended markets.

Implementation and Execution

Once clients have approved their personalized investment plans, we implement. Each custom plan is used as a roadmap for portfolio construction and management.