SCOPE WEALTH MANAGEMENT

How does the advisor help clients – Key Takeaways:

SCOPE WEALTH MANAGEMENT provides a range of financial services to help clients achieve their financial goals. Through comprehensive planning and personalized advice, the firm assists clients in building and managing their wealth. Here are some key takeaways on how SCOPE WEALTH MANAGEMENT helps its clients:

• Creates personalized financial plans based on individual needs and goals.
• Offers advice and solutions for retirement planning, investment management, tax planning, estate planning, and more.
• Provides guidance and support for major life events such as buying a home, starting a business, or planning for college education.
• Conducts regular reviews and adjustments to financial plans to ensure they stay on track.

Facts and Insights:

Serving as a trusted financial expert, SCOPE WEALTH MANAGEMENT has a strong track record of helping clients achieve financial success. Here are some facts and insights about the firm:

• In 2020, the firm managed over $500 million in assets for its clients.
• The firm has been in business for over 15 years, consistently providing top-notch financial services.
• SCOPE WEALTH MANAGEMENT has a team of over 15 experienced and knowledgeable advisors dedicated to helping clients achieve their goals.
• The firm has a diverse clientele, ranging from individuals and families to businesses and organizations.

Assets Under Management, Number of Advisors, and Time in Business:

Financial Services Offered:

SCOPE WEALTH MANAGEMENT offers a wide range of financial services to address the diverse needs of its clients. These services include:

• Retirement planning and investment management
• Education planning and budgeting
• Insurance and risk management
• Tax planning and preparation
• Estate and legacy planning
• Debt management and consolidation
• Small business retirement planning and 401(k) management

Client Types:

SCOPE WEALTH MANAGEMENT provides financial services to a diverse clientele, including:

• Individuals and families
• Small business owners
• Executives and high-net-worth individuals
• Non-profit organizations
• Trusts and estates

Fees & Compensation:

SCOPE WEALTH MANAGEMENT operates as a fee-based advisory firm, meaning it charges fees for its services rather than receiving commissions. The firm’s fee structure is based on a percentage of assets under management, and it outlines all fees and potential conflicts in a clear and transparent manner.

Background:

SCOPE WEALTH MANAGEMENT was founded in 2005 with the goal of providing clients with comprehensive financial planning and investment management services. The firm’s team of advisors is led by experienced financial professionals who are dedicated to helping clients achieve their financial goals.

Financial Advisor Disclosures to Know:

As a fiduciary, SCOPE WEALTH MANAGEMENT is committed to acting in the best interests of its clients at all times. However, there are certain financial advisor disclosures that clients should be aware of, including:

• The firm may receive fees from investments or products recommended to clients.
• The firm may have certain conflicts of interest, such as receiving compensation from third-party vendors or affiliates.
• The firm’s advisors may also have outside business activities or relationships that could potentially impact their objectivity.

Overall, SCOPE WEALTH MANAGEMENT is a highly reputable and experienced financial firm that serves as a valuable partner in helping clients achieve their financial goals.