Scanlon Wealth Management is a Registered Investment Advisor (RIA) firm based in Naples, Florida. The company operates on a fee-only basis, emphasizing its fiduciary duty to act in the best interests of its clients. Their core mission is to provide objective, personalized financial guidance to help clients achieve their long-term financial goals. Services include holistic financial planning, investment management, retirement planning, insurance analysis, and estate planning, all tailored to the individual needs of their clients.

Founded in

United States