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Scenic Wealth Management specializes in addressing the needs and concerns of university employees including deans, doctors, administrators, and directors. By concentrating on this specific type of investor, Scenic Wealth Management is uniquely positioned to understand the needs and challenges of highly compensated university employees and make pro-active modifications to your long term plan. We work with our clients to help you understand all the available options made available to university employees and develop a long term financial plan in order to achieve your goals.

As a university employee, you have a vast array of benefit options available to you. We work with our clients to maximize benefits which can, in some cases, include saving in excess of $100,000 pre-tax annually. In addition to benefits consulting, Scenic Wealth Management also assists our clients in managing self-employed income, professional liability, and wealth transfer strategies.

401(a), 401(k), 403(b), 457, & Benefits Consultation (TIAA CREF, VALIC)
Professional Liability Management
Foundations & Charitable Giving
Wealth Transfer

$500,000 minimum net worth