• Why Us?

    close-up of 888 Boylston Street Boston

Move Forward with Complete Confidence

At SCS, our clients are the driving force behind everything we do.


Because 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.

We call this the SCS Difference

  • We help you determine where you want to go. Then, we show you the best path to get there.
  • We construct portfolios with a focus on managing risk, minimizing taxes, and allocating capital to managers we believe are the best in the world.
  • We’ve assembled a team built for the long term and that possesses decades of experience and expertise across all wealth management disciplines.

At the end of the day, it’s not so much what we do. It’s not even how we do. It’s why we do it.

We want you and your family to go about your lives with the confidence and comfort in knowing your financial world is secure.

If we can do this for you, then we’ve done our job.