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 works with individual clients (including high‑net‑worth and non‑HNW households), as well as retirement plans, trusts, estates, charities and business entities, offering discretionary portfolio management, financial planning, and pension consulting. Services include customized asset‑allocation recommendations and ongoing portfolio oversight delivered under separate advisory or planning agreements. The firm follows a tactical allocation strategy intended to manage downside risk and seek improved performance, drawing on fundamental, technical and cyclical analysis and using exchange‑listed securities, mutual funds and other instruments. For some employer‑sponsored retirement accounts SC Wealth Advisors manages held‑away participant assets via third‑party platforms, periodically reviewing available investment options and rebalancing as appropriate. Compared with many peers, the firm is affiliated with an insurance entity (Secure Capital Management USA LLC), and its investment adviser representatives are licensed to sell life and other insurance products and may receive customary commissions — a disclosed potential conflict of interest. SC Wealth Advisors also offers fixed‑fee financial planning packages and provides sponsor‑level pension plan consulting and implementation support, including developing investment policy statements and selecting plan investment lineups.
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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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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