Scannell Wealth Management Group
Overview
Scannell Wealth Management Group at HighTower Advisors is distinctive in both its application and client outcomes. We are a practice that differentiates ourselves through service, brand and relationship.
At Scannell Wealth Management Group, we prepare a customized wealth management plan for each client and then assist them in proactively implementing, monitoring and revising 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.
We don't replace existing advisors - CPA, attorney, insurance agent, or trust officer. Rather, 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 Chief Financial Officer, striving to ensure 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.
Scannell Wealth Management Group
HighTower Advisors
225 Aberdeen Drive, Suite A
Valparaiso, IN 46385
Office (219) 531-4941
Fax (219) 477-6645
Send email