Meeting Your Needs, Completely

At SCS, we understand that your wealth impacts every aspect of your life. For this reason, we offer a portfolio of services that address your full scope of needs in both investing and daily living. SCS clients enjoy the advantages of proactive client service. Our team takes the time to fully understand your needs, challenges and goals, to customize an approach based on your unique situation, and to encourage communication with you on a timely and consistent basis. We also conduct quarterly meetings to review our recommendations as they relate to all financial aspects of your life.

Investment Services

  • SCS Strategic Financial Planning
  • Asset Allocation
  • Traditional Manager Selection
  • High Grade Bond Management
  • Portfolio Construction
  • Single Stock Risk Management
  • Portfolio Risk Management
  • Asset Protection and Insurance
  • Strategic Trust and Estate Planning
  • Strategic Income Tax Planning
  • Counsel on Development of Philanthropic Strategies

Representation Services

  • Execution of Purchase/Sale of Major Assets
  • A Negotiator on Current Business Enterprises
  • Institutional Interface for Philanthropic Gifts

Outsourcing Services

  • Assist with "Household Infrastructure"
  • Identify, Screen and Select Professionals to Meet Business and Personal Requirements
  • Family Office and Wealth/Investment Education