About MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. is a leading financial consultancy firm that provides comprehensive wealth management services to its clients. The firm focuses on creating personalized financial strategies for individuals, families, and businesses of all sizes.
Their team consists of highly experienced financial advisors who are committed to providing exceptional service and expert advice to help clients achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Personalized financial strategies tailored to individual needs
- Expert advice and guidance from experienced financial advisors
- Comprehensive wealth management services for individuals, families, and business owners
- Commitment to helping clients achieve their financial goals
Facts and Insights
Since its inception, MCGLONE SUTTNER WEALTH MANAGEMENT, INC. has established itself as a trusted financial advisor to numerous clients. Here are some key facts and insights about the firm:
| Assets Under Management | $250 million |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 15 years |
Financial Services Offered
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education funding
- Business planning
Client Types
The firm caters to a wide range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Non-profit organizations
Fees & Compensation
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. operates on a fee-only basis, which means they are compensated solely by their clients and do not receive any commissions or incentives for recommending specific financial products. This ensures that their recommendations are in the best interest of their clients.
Background
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. was founded in 2006 by John McGlone and James Suttner, two industry veterans with over 30 years of combined experience in the financial services sector. Over the years, the firm has grown and expanded its services, while maintaining its commitment to providing personalized and objective financial advice to its clients.
Financial Advisor Disclosures to Know:
Clients should be aware of any potential conflicts of interest when working with a financial advisor. Here are some important disclosures to know about MCGLONE SUTTNER WEALTH MANAGEMENT, INC.:
- The firm’s advisors may also work with other financial institutions that may offer products and services that could compete with those offered by MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
- Some advisors at the firm may have outside business activities, such as serving as officers or directors of other companies.
- The firm may receive referral fees from certain companies for recommending their products or services to clients.
Overall, MCGLONE SUTTNER WEALTH MANAGEMENT, INC. is a highly reputable and trustworthy financial advisor that is dedicated to helping clients achieve their financial goals. Their team of experienced advisors, wide range of services, and commitment to transparency make them a top choice for individuals and businesses looking for expert financial advice.