A complete list of active advisors currently associated with Scenic Wealth Management, LLC

Warmer can help you find a great advisor at Scenic Wealth Management, LLC or one who fits your needs even better.

Scenic Wealth Management is an independent, single-advisor registered investment adviser that manages roughly $63.85 million for about 45 clients, primarily individuals (including high-net-worth) and also trusts, estates, charitable organizations and business entities. The firm provides discretionary asset management as well as financial planning and consulting, implementing portfolios with stocks, bonds, ETFs, mutual funds and other public and private investments. Portfolios are customized to client goals with continuous supervision, quarterly reviews and rebalancing, and the firm employs a mix of fundamental and technical analysis across long-term, short-term and trading horizons. Implementation can include option writing, short sales and margin transactions, and the firm may engage third‑party sub‑advisors to assist in managing client accounts. A notable distinction is the firm’s explicit use of borrowing in separately managed accounts and use of derivatives within those accounts—practices that are uncommon among independent solo advisers. The firm also recommends institutional custodial platforms and maintains written personal trading controls and a Code of Ethics to address conflicts that can arise from more active or complex trading strategies.

To learn more about the advisors currently working at Scenic Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.