Jim Scanlon

About Jim Scanlon

As a Marine, you learn a lot about values, discipline, and doing the right thing. You’re taught to think as a team and to ensure that nobody is left behind. And you’re pushed to a level of intensity that you don’t believe is humanly possible – until you do it. Then you do it again and again, one mission at a time. Before I entered the world of wealth management, I served in the US Marines. Today, I’m a proud veteran with a financial philosophy that has a lot of parallels to what I learned as a Marine. At Scanlon Wealth, we focus on the dreams and goals that you have for yourself – and your family. Together, we “dare to dream” about retirement, then we assemble a personalized plan with bite-sized goals to make it possible. We don’t put your dreams on autopilot: we’re there every step of the way with you. Today’s markets are unpredictable and volatile, at best. COVID has upended so many paradigms, including financial ones, that it takes discipline and focus to stay the course. That’s where my Marine training comes in. It *can* be done. Like everything else, it takes work, and it takes a financial plan. For me, the best part of my job is learning about what my clients want, what they crave for their families, and what they’re so passionately working towards. Hearing about my clients’ dreams motivates me to do right by them. I’m personally invested in everyone’s future so that we can all come out on the winning side. Investment management and financial planning are the services that I provide. For decades now, I’ve used our proprietary calculators, methodology, and expertise to guide clients on how to manage their money. Whether they’re saving up for that grand retirement plan to sunset in Hawaii or put their kids through college, we have the know-how and proven track record that gets it done. For me, personally, it’s all about integrity, transparency, and passion. I am as committed to achieving goals as you are – because our goals are the same. When I achieve financial success with an investment or wealth management plan, you are also successful. We’re a team – because we have to be.And, like I learned in the Marines, when you look out for each other and ensure that nobody is left behind, everyone wins.Whenever you’re ready for a conversation about managing your money and achieving your dreams through financial planning and wealth management, give me a call. I’d like to share in achieving those dreams with you. Book a free consultation about managing your money and path to your dreams by contacting me here:

Experience

1. Founder, Principal

   Scanlon Wealth Management

   Jan 2016 — Present · Pittsburgh, PA, US

Education

• Indiana University of Pennsylvania

  Bachelor's degree

  1985 — 1989