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 serves individuals (including high-net-worth households), pension and profit-sharing plans, trusts, estates, charitable organizations and other business entities. The firm provides discretionary portfolio management, financial planning (offered in basic and advanced packages), pension plan consulting, and may refer clients to third‑party money managers and managed‑account programs. The firm emphasizes a tactical allocation approach to portfolio construction, using fundamental, technical and cyclical analysis across a broad range of instruments (equities, fixed income, mutual funds, government and municipal securities, and cash positions). For some clients SC Wealth Advisors manages held‑away retirement plan accounts through a third‑party platform, implementing model allocations, monitoring and rebalancing consistent with client objectives. A notable characteristic disclosed in the brochure is the affiliation with Secure Capital Management USA LLC: certain investment advisor representatives are licensed insurance agents and may recommend insurance products for which they receive separate commissions, a practice the firm identifies as a potential conflict of interest and for which clients are not required to use the firm. The combination of pension fiduciary consulting (including developing investment policy statements and implementing plan model portfolios), use of outside platforms and sub‑advisors, and a small, three‑advisor team managing roughly $37 million suggests a practice focused on advisory implementation and coordination across custody and insurance relationships.
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.
Name |
Location |
Years of experience |
|---|---|---|
Oakbrook Terrace, IL
| 15
| |
Oakbrook Terrace, IL
| —
| |
Oakbrook Terrace, IL
| 7
|
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