A complete list of active advisors currently associated with SCT Wealth Management, LLC

Warmer can help you find a great advisor at SCT Wealth Management, LLC or one who fits your needs even better.

SCT Wealth Management provides discretionary portfolio management and related financial advice primarily to individuals, trusts, and estates, and may also work with small businesses, endowments and other entities. The firm tailors recommendations to each client's objectives, time horizon and risk tolerance and implements those recommendations through managed accounts. The firm's investment approach is grounded in academic, asset-class research and emphasizes broadly diversified portfolios that typically use institutional-quality mutual funds and ETFs from providers such as Dimensional Fund Advisors and Vanguard. Portfolios are constructed with global diversification, attention to after-tax outcomes, and are rebalanced using allocation ranges rather than fixed schedules. What is distinctive about SCT Wealth Management is its very small client roster—managing about $11.3 million across ten clients on a discretionary basis—which suggests concentrated relationships and bespoke service. The adviser draws on decades of institutional research and portfolio-management experience and discloses roles such as acting as successor trustee to a client trust, along with practices for proxy voting and client-directed investment restrictions.

To learn more about the advisors currently working at SCT Wealth Management, LLC, 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.