Scope Wealth Management was founded in 2015 to help young professionals, executives, and retirees reach their financial goals.

Our mission

Drive client loyalty and trust through performance, dedication, and a willingness to go above and beyond. Seek long lasting relationships rather than casual acquaintances. Deliver the highest quality product through genuine interaction, inspired independent analysis, and proven results. 

Our Services

We specialize in Investment Management and Financial Planning services. 

• Investment Management

  We specialize in building customized investment portfolios using separately managed accounts. In order to perform our services well, we begin by meeting with clients and working with them to outline their financial circumstances and investment objectives. Once a client chooses an overall investment mix (referred to as an “asset allocation”), we select the specific securities to fulfill the desired mix of assets.

• Financial Planning

  We also provide financial planning advice on matters that may not pertain to investments when overseeing the complex financial lives of clients. A financial plan starts with a guided discussion of past financial experiences, current concerns and future desires of the client. We then collect and organize complete financial information about the individual or family and review the information in relation to the client’s goals. A detailed plan is presented that gives immediate and future steps to reach the desired goals and explains appropriate financial strategies.