Our Approach

Disciplined, Structured Planning

SCG employs a disciplined, structured approach to planning, aimed at both developing and implementing a financial plan customized to the needs of each client. We are committed to a fully integrated "Total Wealth Management" approach that is designed to address your entire financial situation. SCG provides access to a menu of services including: investment advisory services, investment management, financial and retirement planning, insurance planning and risk management, estate planning and education planning. This approach is structured to provide you with substantial benefits, including:

  • Time-saving coordination of financial services
  • Several service providers to choose from
  • Synergy in coordinating financial and estate plans
  • Emphasizing a "service-driven approach," not a sales orientation

We hope that you, like so many of our clients, will come to rely on SCG for all of your professional service needs.

SCG Financial Advisors

Our clients are busy people. They understand the importance of their financial well being, yet often lack the time to devote to their personal financial matters. Most are seeking a trusted advisor to help them manage all of their financial and investment concerns. The advice we provide to our clients is critical and we pride ourselves in ensuring a dedicated advisor to coordinate all financial matters

Focused on Your Needs

SCG Financial Advisors are carefully chosen to help ensure technical experience and responsiveness to client needs. SCG Advisors provide the following:

  • Tailored advice 
  • Available to answer questions at any time
  • Maximize an effective use of your time
  • Identifies and recommends reasonable solutions
  • Provides consistent investment planning advice 
  • The client's best interest always comes first

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