Broker Check

SCS Wealth Management

Building enduring client relationships using a proactive approach

We pride ourselves in our Pacific Northwest roots, but nothing is more important than the deep relationships with our clients. Our client’s best interest is at the heart of everything we do. The best way to ensure a client-centric model is to work in experienced, collaborative teams focused on different roles: client relationship, asset management, financial planning, and operations.

Client relationship

Our advisors' focus will be to understand your needs and believe nothing is more important than our relationship with you. We intend to build a longstanding, trusted relationship and carefully guide you toward your goals as your trusted financial advocate.

Asset management

The SCS Investment Committee is at the core of our investment strategy, while each advisor has the flexibility to customize the portfolio to your exact needs. In addition, we pride ourselves on the depth of monitoring, research, due diligence, and reporting that we incorporate in the management of your assets.

Financial Planning

We have Certified Financial Planners (CFPs) who can work with our advisor to develop a plan to assist you in achieving your goals.


We serve our clients with a personal service from our experienced Operations team. They are available to support your daily questions or needs.

At SCS, our independence is built on a foundation of objective guidance – allowing us to provide you with independent financial advice that incorporates a wide array of tactics to position you to pursue your financial goals.

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