Who We Are
It's about peace of mind, security, and the freedom to live life on your own terms.
SCW Wealth Managment's core service is proactive, discretionary asset management. However, the foundation of our relationship is the financial planning that is the basis for your investment strategy and most all of your important life financial decisions in the future. SCW Wealth will continure to refer back to your plan throughout the relatiionship. It's a working tool updated frequently to keep up with all of life's changes. Your assets will be proactively managed, ensuring that your investment strategies are aligned with your goals and risk tolerance. SCW Wealth uses a host of resources to monitor market trends and economic developments and make educated and informed decisions on your behalf, with the ultimate goal of devolping a strategy that works for you.
Our Mission
SCW Wealth Mangement's mission is to empower you to achieve your financial goals and secure your financial future with confidence and clarity.
SCW Wealth's core belief is building lasting relationships based on trust, integrity, and open communication. Thru our conversations, you will rest assured that your financial objectives, risk tolerance, and life goals/concerns, will be identified and prioritized not only at the beginning of our relatiionship but throughout the duration.
Core Values
Integrity
SCW Wealth upholds the highest standards of integrity in all our dealings.
Trust
SCW Wealth believes that trust is earned through consistent, reliable performance.
Excellence
SCW Wealth strives for excellence in all aspects of our work. We are dedicated to continuous.