Our Financial Advisory Process

SC3F Wealth Management Group's advice to our clients will be consistent with their financial situation and financial goals. We provide a combination of capital preservation and wealth creation strategies, with highly specialized experience in asset allocation and professional money management products.

Our group offers discretionary portfolio management for investors who seek the flexibility to efficiently build and maintain customized portfolios using a diverse selection of investments.

As PIM Portfolio Managers, we provide active, strategic investment management and tactical portfolio rebalancing with the objective of helping you achieve specific investment goals throughout various market cycles while buffering market volatility. Our process includes:

  • Conducting a detailed analysis of companies, industries and overall economic conditions when selecting securities for your portfolio.
  • Constructing an appropriate, custom-tailored asset allocation strategy based on our well-defined investment philosophy.
  • Portfolios can include cash alternatives, stocks, bonds, mutual funds, closed-end funds, option strategies and exchange traded funds in a single account.
We review investments in your portfolio and measure against a series of economic and market factors. As conditions evolve and circumstances change, we will adjust your portfolio to keep it in alignment with your objectives.

The PIM program is not designed for excessively traded or inactive accoutns, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advsiory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.