Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world.
We invite you to discover and experience the power of our services. We believe it has far reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning and execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Scholfield Wealth Management, Inc. is an independently owned financial consulting firm with more than 25 years of dedicated personalized service to our clients. Because of our independence, we can offer timely investment advice and intend to do so with the highest level of integrity and service.
As an independent firm, we have no obligation to a parent company to sell proprietary products or services. We can be openly selective in offering only those investment products and services that we believe are best suited to help meet our clients’ financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.