Hightower-Scannell Wealth Management Group

Description

• As the Trusted Advisor for our clients, we deliver proactive, objective advice, plans and solutions enabling our clients to reach their unique family goals. We choose to be unbiased fiduciaries for our clients - we place our clients' interests first and proactively provide objective, transparent and comprehensive advice and solutions. Our partnership with HighTower, an advisor-owned and client-centered independent Advisory firm, helps us maintain our open, genuine client focus with Wall Street resources and sophistication.We deliver transparent, proactive, independent, unbiased and comprehensive planning and communications to the families we work for. Comprehensive Wealth Management services include investment management, estate planning, personal and business tax strategies, comprehensive risk management and generational wealth preservation.Your goals and dreams change. Financial products do not. Clients work with us because we dont sell products - we create customized plans based on each clients unique goals, and we continuously reevaluate client plans to ensure they are aligned with changing needs. Our clients rely on us to protect their futures, and we take their trust to heart.Specialties: Personal and Business Tax Planning, Estate Planning, Comprehensive Wealth Management, Investment Management, Charitable Gift Planning, and Comprehensive Risk Management.
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  Headquarters:225 Aberdeen Drive Suite A, Valparaiso, Indiana, United States

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  Phone Number: +1 219-246-5370

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  Website: https://www.scannellwealth.com

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  Employees:9

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  Revenue:$1 - 10M

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  Legal Name:Hightower-Scannell Wealth Management Group

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• |  NAICS Code: 523930  |

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