Investment Management

Invest with Discipline

Long-Term Investment Strategies Rooted in Your Goals

At Scanlon Wealth Management, we don't chase trends. We manage portfolios with purpose-tailored to your timeline, risk tolerance, and retirement goals. From market cycles to asset allocation, our investment philosophy is built on discipline, not hype.


Whether you're growing wealth for the future or need steady income in retirement, we help you make informed investment decisions that support your bigger financial picture.

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Frequently Asked Questions

  • What does your investment process look like?

    We start by understanding your goals, risk tolerance, and timeline. Then we design a diversified portfolio tailored to your needs, using a disciplined, long-term approach. We monitor and rebalance your accounts regularly and meet with you to make updates as needed.

  • Do you sell stocks, mutual funds, or insurance products?

    No. As an independent fiduciary, we do not sell any investment products or collect commissions. We provide advice based only on what's right for you.

  • Can you manage my 401(k), IRA, or rollover account?

    Yes. We manage retirement accounts, taxable portfolios, and rollover assets, including traditional and Roth IRAs, SEP/SIMPLE IRAs, and former employer 401(k)s.

  • ow do you handle market volatility?

    We follow a disciplined, evidence-based approach focused on long-term growth. We help you stay invested through volatility with portfolios designed to match your goals-not emotional reactions.

  • What's your investment minimum?

    We work with clients at various stages of life. If you're unsure whether you're a fit, just reach out-we're happy to talk and see if we're a good match for your needs.

A Strategy That Supports Your Full Financial Picture

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Portfolio Design & Diversification

We build diversified portfolios using low-cost investment options tailored to your goals, time horizon, and risk tolerance. Our focus is on smart allocation, not stock picking.

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Ongoing Portfolio Management

Markets shift, and so do your needs. We provide continuous monitoring, rebalancing, and periodic reviews to ensure your investments remain aligned with your plan.




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Tax-Aware Investment Strategies

We manage accounts with tax efficiency in mind-factoring in asset location, capital gains, and tax-loss harvesting where appropriate.



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Goal-Based Investing

We connect each investment to a purpose-whether that's retirement income, a future purchase, or a legacy gift-so every dollar has a job and a timeline.


Get in Touch

Let's Build a Portfolio That Works for You

You deserve investment advice that's personal, disciplined, and free from sales pressure. Let's talk about how we can help you invest with purpose-today and for the long run.