Who We Are
- Who We Are
  
  We founded SCS with the idea that families with significant wealth deserve a better type of partner. Today, we continue to push the industry forward and expand what’s possible for those families.
  
  Learn More
  - Our Team
    Meet the team of over 200 professionals whose deep experience and shared commitment to excellence power everything we do for our clients.
  - Careers
    Where meaningful work, trusted collaboration, and long‑term thinking shape every career—explore opportunities to join SCS today.
  - Locations
    From Boston to Los Angeles, we provide families with both a local presence and a national network.
What We Do
- What We Do
  
  Through wealth advisory, investment management, and family office services, we help clients manage complexity, align their decisions with their purpose and priorities, and steward wealth thoughtfully across generations.
  
  Learn More
Who We Serve
- Who We Serve
  
  SCS was founded for families who think differently about wealth. Driven by purpose, guided by values, and unwilling to settle, we work with independent thinkers who are changing the world with their wealth, one generation at a time.
  
  Learn More
  - Multi-Generational Families
    We navigate the complexities of multi-generational wealth, bringing clarity and cohesion so your legacy supports harmony for generations.
  - Entrepreneurs & Founders
    For entrepreneurs and founders, wealth is often created in moments of transition. We help you navigate the entire journey of business ownership.
  - Investment General Partners & Professional Investors
    For investment professionals with significant stakes in their own ventures, we deliver integrated planning and oversight to manage concentration, liquidity, and portfolio construction.
Insights

Contact

Investor Login

Investor Login

Contact

Buddy Webb, CFA

Managing Director

Private Client Group

Portsmouth, NH

As a Managing Director in the Private Client Group, Buddy works with ultra-high-net-worth families to articulate and realize the purpose for their wealth. He specializes in helping clients understand their investment portfolios and how investment strategy ties to their overall objectives.

Buddy finds it deeply rewarding to help his clients solve problems, both big and small. He feels fortunate to work with clients who appreciate the value he can bring to their financial lives.

Experience

17+ years at Lake Street Advisors (acquired by SCS in 2025), serving as Managing Partner and Chief Investment Officer
Helped set the strategic direction for the firm and ensured a strong and healthy organizational culture

Education & Credentials

B.S. in Chemical Engineering, Massachusetts Institute of Technology
M.B.A. in Finance, Harvard Business School
Chartered Financial Analyst (CFA)

Beyond SCS

Buddy lives with his wife and dog, and enjoys golfing, reading and volunteering with Grace Place in Naples, FL.

Latest Insights

Beyond Estate Planning: Purpose, Planning, and Partnership

Three Financial Lessons from Belle Burden’s Strangers: A Memoir of Marriage

Annual Financial and Estate Planning Checklist