SCO Team

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

Investments should work together to help you accomplish your financial goals.

At SCO Wealth Management, we offer a range of wealth planning products and services to fit your investment strategy.

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Creating a plan can help you stay focused, plan for challenges ahead, and make choices that work for you.

Our Envision® planning process is the foundation we use to develop your retirement income plan.

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Everyone could use an estate plan - not just the wealthy.

Proper estate planning is essential to developing a lasting legacy and transitioning wealth. 

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If you’re changing jobs or retiring, you’ll need to decide what to do with assets in your 401(k) or other qualified employer-sponsored retirement plan (QRP).

Let SCO Wealth Management help you decide which option is right for you.

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New York Stock Exchange

2023 Market Outlook

Now is a good time to reexamine your financial outlook and confirm if your investment objectives are on the right track. Contact SCO Wealth Management to schedule a no-obligation financial review.

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Market Analysis

Market and economic news that offers strategies to help investors work toward their financial goals.

SCO WM YouTube Channel

SCO Wealth Management YouTube Channel

Watch our latest videos on a variety of topics that illustrate key financial concepts and current events.

SCO Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, DC, DE, FL, GA, IA, IL, KY, MA, MD, ME, MN, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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