Wealth management is an investment advisory discipline that incorporates financial planning, investment management, and all facets of your financial life. However, the manner in which a financial advisor seeks to accomplish this task is where they earn their keep and deliver a truly superior experience to the client.
Our comprehensive wealth management services help you plan and manage all aspects of your financial life so you can best achieve your goals. Whether it is planning for retirement, saving for college, planning for future generations, or purchasing a new home, we are your partners to guide you along the way. We act as the quarterback in coordinating with your accountants, attorneys, insurance agents, and other professional advisors to ensure your goals are being accomplished.
Qualified Retirement Plans
SCM can help design, implement, and maintain your business’s qualified retirement plan. No commissions or hidden fees. Fiduciary advice. Custom design to meet the owner’s goals. We do all the heavy lifting so you can concentrate on running your business.
- 3(38) Fiduciary Services
- Profit Sharing Plans
- Pension Plans
Financial planning is the process of helping you conceptualize and define your life goals and translate this into a financial strategy for your future. We do the heavy lifting to develop this financial roadmap. The plan then evolves over time as your life changes. Our role is to provide sound advice and coaching, not sell products.