What We Can Do for You
Discretionary & proactive investment management
SCW Wealth utilizes discretionary management and independant research to make informed investment decisions on your behalf. Further, proaticve monitoring is made efficient and successful thru the utilization of research, price and news alerts along with continuous reviews of your holdings.
Financial and Retirement Income Planning
SCW Wealth uses a sophisticated financial modeling tool to give you the highest degree of confidence in achieving all your long-term financial goals. By reviewing this regularly, it ensures that you will always be moving toward your goals.
College Planning
Your college planning process begins with a thorough assessment of your financial situation and educational objectives.
Wealth Transfer to the next generation (Estate Planning)
Planning for the transfer of your wealth to the next generation is a critical component of any comprehensive financial plan
Coordination with other advisors (attorney, accountant, etc)
SCW Wealth understands the importance of collaboration and coordination when it comes to managing our client's wealth effectively.
High level of communication and access to advisor
Effective communication is key to building strong relationships and ensuring that you feel supported and informed every step of the way.
Monthly Statements
You are provided with detailed monthly statements that offer a comprehensive overview of their accounts.
Quarterly Portfolio and Performance Reviews
You will recieve comprehensive quarterly portfolio and performance reviews as part of our wealth management services.
Year-End Tax Statements
Year end tax statements provided you will previous years summary and detail to make your filing process that much easier.
Schwab Custodian
One of the leading custodians in the industry, to safeguard your investments and provide you with peace of mind.