A Family Office Approach to Wealth Management
SC3F Wealth Management Group is a team of premier financial professionals who provide personalized, goal-based investment guidance for high-net-worth individuals, business owners and their families, as well as institutions.
Our group is dedicated to assisting clients to plan effectively, make informed decisions and develop fully integrated, cohesive strategies to help meet your priorities throughout each of life’s major stages – accumulation, distribution and legacy.
We offer deep experience in crucial areas of wealth management. This includes retirement planning, asset management, portfolio modeling, education funding, risk management and estate planning strategies.
As a practice, we hold ourselves to the strictest standards of client care in the financial services industry.