Machen Wealth Management
(916) 526-2680

Welcome to

Our philosophy is stewardship not salesmanship. That is why we have developed and refined a process that puts all of the pieces of the financial puzzle together and we call it The Bridging FORMula.

Machen Wealth Management
Our Process
The Bridging FORMula bridges the gap between what matters and what we can control. It acts as a blueprint to reach a work-optional lifestyle as your life unfolds and your needs evolve.
Learn more about our process

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.

We Will Always:
  • 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
Machen Wealth Management
Discover your work-optional lifestyle!
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