Our Partnership With You

Machen Wealth Management is comprised of staff dedicated to providing clients with pleasant, skilled and professional financial planning counsel and service.

Scott's primary objective as your Wealth Advisor is to knowledge-ably guide you through the financial process, powered by Bridging FORMula. He will help you identify your goals and priorities and then work with you to create sound financial strategies & processes in order to make those aspirations a reality.

You can expect that we will consistently and responsibly perform all services related to the provision, review and ongoing monitoring of the financial planning solutions we implement on your behalf.

• Strive to acquire and maintain a thorough understanding of your financial goals
• Update your current financial information on a regular basis
• Carefully assess and monitor your investment risk and time-frame
• Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have
• Update you as and when appropriate by email, mail and phone
• Meet with you regularly to review your Personal Financial Organizer (PFO)
• Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required
• Treat you with utmost respect and professionalism