SNC Wealth Management LLC

Overview

SNC Wealth Management LLC is an independent, owner-operated registered investment adviser focused on individualized planning and portfolio management for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and concentrates its discretionary work on liquid, exchange-traded securities. Investment activity centers on equity exposure delivered primarily through exchange-traded equities, supplemented by mutual funds and selective allocations to third-party alternative managers for real assets and energy-related strategies. SNC’s advisory scope covers financial planning and portfolio management for both personal and business clients; it does not position itself as a multi-state adviser, pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices