Mcglone Suttner Wealth Management, Inc.

McGlone Suttner Wealth Management, Inc., established in 2009, offers tailored asset management and financial planning services. The firm, led by Thomas J. Suttner and Jason A. McGlone, acts as a fiduciary, prioritizing clients' best interests. With $815,977,938 in discretionary assets under management, the firm provides continuous portfolio management based on individual financial goals and risk tolerance. Clients can impose restrictions on investments and complete a questionnaire to customize services. Fees, up to 1.5% annually, are calculated based on account value and are negotiable. McGlone Suttner uses Morningstar Office for analysis and a diversified approach for asset allocation. The firm does not charge performance-based fees and serves individuals, qualified plans, and businesses. Investment strategies include mutual funds, ETFs, individual stocks, and bonds. The firm does not engage in wrap fee programs and does not vote client securities. McGlone Suttner does not compensate for referrals and does not take custody of client funds. Clients can grant discretionary management authority and set trading parameters. The firm does not vote client securities and offers financial planning and consulting services with fees up to $250 per hour. McGlone Suttner maintains a Code of Ethics and reviews accounts at least quarterly.