Who We Serve

For Wealth Creators And Independent Thinkers

Our Clients

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.

Hear From Our Team

Our role goes beyond managing wealth—we help bring clarity to complex decisions, align financial strategies with personal values, and are committed to helping our clients create lasting impact across generations.

Meet the Team

Sam Holbert, CFP®, CPWA®

Managing Director

Private Client Group

“SCS strives to stay proactive in helping clients think through key decisions and bring different elements of their financial lives. We serve as the “centralized quarterback” that can unify key decisions into a cohesive plan, supporting families as they focus on what matters most to them.”

Rory Wilfork

Managing Director

Private Client Group

“We work with families whose lives have become more complex, helping them coordinate across different areas and serving as a central point of contact.”

Clare Harker

Managing Director

Private Client Group

"What inspires me most is the trust our clients place in us. Walking alongside them as they shape their vision for their wealth—and then helping bring that vision to life—is a privilege I don’t take lightly."

Andy Janfaza

Managing Director

Private Client Group

"In my experience, much of our work centers on problem-solving—working together to navigate complex situations and support clients as they address different challenges over time."

Paul L. Robertson III

Managing Director

Private Client Group

"Many of our clients feel that their legacy carries enduring value. When thoughtfully structured, wealth can become a powerful tool—extending influence across generations. We want our clients to achieve meaningful success, accumulating not only financial capital, but also wisdom, experience, capabilities, and insight."

Take The Next Step With SCS

Every independent thinker needs a team that shares their drive for excellence. Let’s discuss how SCS’s team of professionals can support you in handling the complexity of your life and transforming your wealth into possibility.

Get in Touch