Who We Are

At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, independent guidance.

We serve our clients with personal service from our experienced, collaborative team. The needs of our clients have always come first, and we are not satisfied unless their visions for their business, retirement or legacy are met. Through our expertise in asset management and retirement plans, we will provide you with strategies that help you along the path to success.

As a client of SCS, you will benefit from our client-centric process that addresses your unique vision and goals. During this process, we meet with you to gain an understanding of your current situation. We then analyze your needs to recommend specific solutions, develop a strategy that you puts you on the right path, and guide you along that path as your needs or priorities evolve.