Integrity
You and your family’s well-being will always be first in our business together.
INDEPENDENT
What differentiates Scanlon Wealth Management from the rest? Independence, transparency, and passion.
Your Future
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Where Do You Want Your Future Financial Roadmap to Take You?
Bringing Your Entire Picture Together: One Piece at a Time
Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things you may experience. There will be many financial options and documents to analyze. I seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.
At Scanlon Wealth Management, I approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. You’re not just a number or one portfolio of many. You're a priority, and I have built this firm around helping you succeed. Contact me today to get started.
Your Road to a Worry-Free Retirement
Rather than focusing on product sales or commission-based portfolios, I focus on your goals and aspirations. My services span from investment management to financial planning, but one thing stays the same: I am focused on you.
Designed for You
A New Approach to Planning
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. I utilize a comprehensive approach to help you design your masterpiece.