Over 52 Years of Combined Experience Working for You
“Unleash Your Wealth”
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A Different Kind of Financial Advisor
You want to make sure your money is working for you and your future, but you don’t know where to start.
It’s hard to know who to trust with your finances. Most people just want to sell you something, and they’re not interested in what’s best for you.
SC Wealth Advisors is a different kind of financial advisor. We believe that everyone should be able to retire with dignity, and we work tirelessly to make sure that our clients reach their retirement goals. Whether you’re just starting out or you’re already retired, we can help you make the most of your money.
Registered Investment Advisors (RIAs) are professionals who provide financial advice and guidance to clients. They are regulated by the SEC or the State Department of Securities and must adhere to a strict code of ethics. RIAs can provide a variety of services, including asset management, financial planning, and retirement planning. They can also help clients with investment choices, such as stocks, bonds, and mutual funds.
When choosing an RIA, it is important to select someone who is experienced and reputable. A good RIA will take the time to get to know you and your financial goals. They will also be transparent about their fees and services. With the help of a Registered Investment Advisor, you can make smart choices about your money and reach your financial goals.
Why Should You Use a Financial Advisor?
“Only 1 in 4 Americans feels financially prepared for retirement.”1
“2 in 3 adults do not receive retirement saving advice from a financial professional.” 1
“Of those who receive retirement advice, half (50%) say they work with a financial planner, while 2 in 5 (41%) say they work with an investment adviser.” 1
“Of those who receive retirement advice, 88% say they have benefitted from this service, including 60% of adults who say they have definitely benefitted from this service.” 1
Custodial Services Provided by Charles Schwab
Our Unleash Your Wealth Process
Unleash Your Wealth is more than just portfolio management – it’s a process in which we examine your life goals and align your finances.
We believe that wealth is measured by more than just a number on an account statement. It is also measured by how your finances fulfill your aspirations and dreams.
At SC Wealth Advisors, we are independent, objective, and unbiased. We have over 52 years of combined experience helping clients reach their financial goals and we put our client’s interests first – this is what it means to be a fiduciary.
Our Services
SC Wealth Advisors is here to meet your financial needs. We provide a wide suite of financial services, including wealth management, financial planning, retirement planning, Social Security planning, Roth IRA conversion, 401(k), 457(b), & 403(b) rollovers, estate planning, fixed index annuities, and active portfolio management.
Tolerisk® Risk Tolerance Assessment
Before SC Wealth Advisors makes any investments for a portfolio management client, we recommend that we complete a Tolerisk® Risk Assessment. Throughout our relationship with you, we will recommend that we revisit Tolerisk® on a regular basis or as you get new information about your financial life.
You’ll be asked a series of questions for review and discussion. In addition to your current Tolerisk® score (risk benchmark), you’ll be able to see the key drivers of your Tolerisk® score and how it evolves through time. You’ll also be able to estimate your probability of financial longevity and your expected asset balances in the future.
To get a start on your Risk Assessment, click the button below.
Your Next Step Starts Now With a Complimentary Consultation
Request your complimentary financial consultation with our team by completing the form below.
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