A complete list of active advisors currently associated with Scs

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

SCS provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, corporations and retirement plans, offering both ongoing discretionary portfolio management and standalone financial planning. The firm also delivers pension consulting and participant-facing education through its SCS Education & Wellness program, which includes financial coaching, group workshops and transition guidance for plan participants. The firm’s investment approach combines tactical, strategic and dynamic asset allocation and draws on fundamental, technical, cyclical and charting analysis to construct portfolios using mutual funds, ETFs, individual equities, fixed income and variable annuity subaccounts. SCS delivers investment management through its own advisor‑managed wrap platform (SWM II) and through model portfolios available on LPL’s Model Wealth Portfolios program, and it provides ERISA fiduciary services in both 3(21) and 3(38) capacities for retirement plans. A notable feature that distinguishes SCS from many multi‑team peers is that it operates as a licensed insurance agency and its representatives are licensed insurance producers who may offer insurance products in addition to advisory services, a source of potential conflicts the brochure discloses. The firm also has dually‑registered representatives with platform relationships (including LPL, Schwab and Fidelity), and it manages a significant volume of assets both on a discretionary basis and under advisement for retirement plans, which shapes its platform use and service offering.

To learn more about the advisors currently working at Scs, 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.