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At Scenic Wealth Management, we believe your life is a book and you have the ability write the story you’ve always wanted.  We encourage our clients to dream big; to create the life and legacy you want while we create the long term financial plan to make that dream your reality.   Our approach incorporates a collection of financial planning, wealth accumulation, investment management, wealth preservation and transfer strategies.

The Scenic Wealth Management Process begins with a clear articulation of your goals and dreams.  We work to quantify these dreams; putting a price on what it will take to live the life you’ve always imagined.  Utilizing our unique approach to systematic wealth management, we work with our clients to create a distinctive wealth management plan that looks to grow your estate in the most profitable and tax efficient manner while prudently managing the risks to achieving your goals.

We act as a personal Chief Financial Officer to the families we work with; applying a hands-on approach that encompasses comprehensive planning, discretionary or advisory investment management, fee and rate negotiation, and client education.  By acting as a truly independent wealth manager, Scenic Wealth Management has eliminated the conflicts of interest that arise from a broker relationship and has aligned our interests to match the stated dreams, goals, and expectations of our clients.

The Scenic Wealth Management Process is a three step process:

Financial Planning Process

Investment Management Process

Wealth Management Process