Home > Family Owned Business

At Scenic Wealth Management, our process is designed specifically for Family Owned Businesses. Our unique approach to building, managing, and transferring wealth aims to align the values of your family with your financial goals and the family’s expectations. We evaluate the dynamics of each Family Owned Business and look to capitalize on the culture of your family so your values along with your money can be passed from generation to generation.

As a Family Owned Business, your financial life is challenging and complex. Scenic Wealth Management works with our clients as a CFO For Hire to the Family Owned Business and a trusted personal advisor to the business owner. We focus on asset protection, risk reduction strategies, wealth transfer, and asset management.

$1,000,000 minimum