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.
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.