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Scenic Wealth Management works with our Individual Investor clients to map out a viable, long term financial plan to financial stability. Utilizing our unique approach to wealth management, we work with our clients to create a system that can automate your financial life. We look to educate our clients on the basics of personal financial planning, guard you from the onslaught of financial products, and guide you in your pursuit for financial independence.

For many individual investors, creating the financial life that you’ve always imagined is a struggle. From supporting children and often parents to making debt payments, it is difficult for many to feel as though they are doing enough for retirement. We bring value to our individual clients by restructuring their everyday financial lives to uncover inefficiencies in their financial management system.

Our Individual Investor process establishes attainable short term and long term objectives that provide a road map to achieving your financial goals. From uncovering potential savings opportunities to discretionary investment management, Scenic Wealth Management acts a trusted advisor to all areas of your financial life.

Streamlined Financial Management
Comprehensive Financial Planning
Employer & Federal Benefits Consultation

$100,000 minimum