Broker Check

Scanlon Wealth Management

At Scanlon Wealth Management, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with training as a financial professional, we can help people better prepare for the future. We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. 

We have been helping clients with their financial goals for over 25 years.  Prior to Scanlon Wealth Management, Jim Scanlon was a Principal of Kapp/Scanlon Financial Group and a Financial Advisor with Merrill Lynch and UBS Financial Services.

Jim attended the College for Financial Planning and is a CERTIFIED FINANCIAL PLANNER™.  He earned a Bachelor of Arts in Political Science and Mathematics from Indiana University of Pennsylvania. He also served in the United States Marine Corps, achieving the rank of Captain, and is a decorated veteran of the Persian Gulf War.

Jim grew up in the Pittsburgh area and currently live there with his two children. He enjoys watching kids’ sports teams and running with Tank, the four-legged member of the Scanlon Family.

Courtney Smith

Lead Client Service Associate


Courtney brings 17 years of client service in the financial industry to Spire. She enjoys interacting with clients and her team, as well as being challenged to continually learn and refine her skills.

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses on your needs, wants, and long-term goals.

I have over 25 years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.