SNC Wealth Management LLC

The firm provides customized investment management, financial planning, and family office services to individuals, high‑net‑worth clients, trusts, estates, small businesses, and charitable organizations. It serves a relatively small client base (about 50 relationships) and generally accepts accounts with a stated minimum of $500,000.

Investment advice is grounded in fundamental analysis and typically follows a long‑term orientation, with holdings often retained for more than a year while permitting shorter‑term trades for rebalancing or cash needs. The firm operates both discretionary and non‑discretionary separately managed accounts and, as of December 31, 2025, reported approximately $18.0 million in non‑discretionary regulatory AUM versus $13.4 million in discretionary AUM — a majority non‑discretionary split that is uncommon among similar supported firms.

Noteworthy features include provision of family office services and guidance across a broad set of instruments, including mutual funds, ETFs, equities, bonds, options, and limited partnership interests, alongside tax, insurance, retirement, and estate planning. The firm typically recommends qualified custodians but does not vote client proxies, treats cash as an asset class in portfolio management, and maintains a small, hands‑on practice size compared with many peers.