A complete list of active advisors currently associated with SC Wealth Advisors

Warmer can help you find a great advisor at SC Wealth Advisors or one who fits your needs even better.

SC Wealth Advisors is a state-registered advisory firm serving individuals, retirement plans, trusts, foundations and business entities with fee-based investment advisory services, financial planning, and pension consulting. The firm operates with two investment professionals and manages discretionary portfolios for a stable client base, and it also refers clients to and supervises third-party money managers and managed-account platforms when appropriate. The firm employs a customized, tactical allocation approach intended to manage downside risk and pursue improved performance, using fundamental, technical and cyclical analysis across a range of instruments and occasional security-specific recommendations. SC Wealth Advisors also manages held-away defined contribution accounts through third‑party platforms, regularly reviews plan investment menus, and implements rebalances consistent with client goals and changing market conditions. A notable feature is the firm’s affiliation with an insurance company: its investment advisor representatives are licensed insurance agents through an affiliated entity and may offer insurance products for which they receive separate commissions, a conflict of interest the brochure discloses and that clients are not required to accept. The combination of a small, co‑founder‑led advisory team that provides both pension plan consulting and held‑away 401(k) management while maintaining an insurance sales affiliation is a distinguishing mix of services relative to many peers.

To learn more about the advisors currently working at SC Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.