Who We Are
We are a leading wealth and investment management firm that serves ultra high net worth families and institutions. We believe that if we always put our clients’ interests first, everything else will fall into place.
To accomplish this, we built our business model on a foundation of trust. Our economic model is pure, meaning you never have to question the motivation behind our recommendations. We counsel you on what’s best for your situation now…and for the generations to come.
SCS Financial serves entrepreneurial families, family offices, and institutions.
In all cases, SCS is the trusted advisor responsible for all aspects of a client’s financial life, integrating sophisticated investment portfolios across multiple asset classes and geographies, with a customized financial strategy, inclusive of estate and income tax strategy.
Today, we currently work with approximately 200 clients and manage over $30 billion of assets.
SCS has offices in Boston, New York, Los Angeles, Providence, and West Palm Beach.
Why Us?
Move Forward with Complete Confidence
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.
