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.
  
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  - 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.
  
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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.
  
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  - 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

Joe Chase

Managing Director

Private Client Group

Portsmouth, NH

As a Managing Director in the Private Client Group, Joe works with individuals and families to develop and implement investment and wealth strategies aligned with their long term financial goals. He focuses on portfolio construction, ongoing investment management, and helping clients navigate complex financial decisions.

Joe is motivated by helping clients make sound, well-informed financial decisions and by the responsibility of stewarding capital over long time horizons. He takes pride in providing thoughtful, disciplined advice through changing market conditions.

Experience

12+ years at Lake Street Advisors (acquired by SCS in 2025), progressing from Investment Analyst to Managing Partner
Gained experience in a single-family office prior to joining Lake Street

Education & Credentials

B.S/B.A. in Finance, Suffolk University
CFA

Beyond SCS

Joe lives in Rye, NH, with his wife and children. An avid runner and 10-time marathoner, he aims to complete a marathon in every state. He enjoys spending time with his family, snowboarding, hiking, and golfing. Joe also serves on the board of the Prescott Park Arts Festival in Portsmouth, NH.

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