• At SCS, Our Clients Are The Driving Force Behind Everything We Do


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Who We Are

We are a leading wealth and investment management firm that serves ultra high net worth families and institutions. We believe that if we always put our clients’ interests first, everything else will fall into place.

To accomplish this, we built our business model on a foundation of trust. Our economic model is pure, meaning you never have to question the motivation behind our recommendations. We counsel you on what’s best for your situation now…and for the generations to come.

SCS Financial Group is comprised of SCS Financial, which primarily serves entrepreneurial families, family offices, and institutions, and SCS Partners, which focuses on highly successful athletes, entertainers, and executives in the sports and entertainment sector.

In all cases, SCS is the trusted advisor responsible for all aspects of a client’s financial life, integrating sophisticated investment portfolios across multiple asset classes and geographies, with a customized financial strategy, inclusive of estate and income tax strategy.

Today, we currently work with approximately 145 clients and manage over $20 billion of assets.

SCS has offices in Boston, New York, and Los Angeles.

We are a leading wealth and investment management firm that serves ultra high net worth families and institutions. We believe that if we always put our clients’ interests first, everything else will fall into place.

To accomplish this, we built our business model on a foundation of trust. Our economic model is pure, meaning you never have to question the motivation behind our recommendations. We counsel you on what’s best for your situation now…and for the generations to come.

SCS Financial Group is comprised of SCS Financial, which primarily serves entrepreneurial families, family offices, and institutions, and SCS Partners, which focuses on highly successful athletes, entertainers, and executives in the sports and entertainment sector.

In all cases, SCS is the trusted advisor responsible for all aspects of a client’s financial life, integrating sophisticated investment portfolios across multiple asset classes and geographies, with a customized financial strategy, inclusive of estate and income tax strategy.

Today, we currently work with approximately 145 clients and manage over $20 billion of assets.

SCS has offices in Boston, New York, and Los Angeles.

Why Us?

Move Forward with Complete Confidence

We want you to have the utmost confidence in the way we view and handle your financial world—and that of future generations of your family. The trust you place in us is our prime motivator.

  • Learn about our Investment Management services.

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Our Team

Our Strength Starts with our People and Culture

We are a firm that carefully and selectively grows our business. We’re a tight group of professionals who continuously collaborate and form a cohesive culture and team. As a result, we have been able to attract some of the best talent in the industry, which accrues to your family, both now and generations into the future.

  • Questions or looking for more information?

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