SNC Wealth Management LLC

SNC Wealth Management provides customized investment management, financial planning, and family office services to individuals, high‑net‑worth clients, trusts, estates, small businesses, and charitable organizations, managing roughly $21 million for a limited client base. Services described in the firm brochure include cash flow and tax planning, retirement and estate planning, and advice on mutual funds, ETFs, equities, fixed income, options, and limited partnership interests.

The firm offers both discretionary separately managed accounts and customized non‑discretionary advisory services, and the brochure explicitly notes the provision of non‑discretionary services and the ability for clients to place written restrictions on their accounts. In practice, a substantial share of assets are managed on a non‑discretionary basis, meaning clients typically receive tailored recommendations and ongoing monitoring while retaining final trading authority.

Noteworthy aspects include the firm’s family office offering that extends to non‑securities matters such as real estate analysis, insurance review, and estate services, and personnel credentials that combine CFA and CPA designations with senior corporate finance experience. The brochure also discloses operational practices that may affect clients—such as treating cash as an asset class for fee purposes, potential inclusion of margin balances in fee calculations, and a policy for clients to retain proxy‑voting responsibility.