SC Wealth Advisors was founded by Raj Shah and Richard Borek, CFP. They have a combined 52 years of experience helping clients achieve their financial goals. Their clients include individual investors, high-net-worth individuals, family-owned businesses, trusts, and corporations.
As a registered investment advisory firm, we are held to a fiduciary standard. This is important when seeking counsel for your financial well-being because it means we have an obligation to always act in your best interest.
At SC Wealth Advisors, we believe in creating trust through transparency. Working with an investment advisor who will act as your fiduciary can help to eliminate many of the conflicts of interest associated with commission-oriented, product-focused financial services firms.
Because a fiduciary is required to give full disclosure of how they are paid as well as any conflicts of interest they may have before you do business with them, you as the consumer are in a better position to make an informed decision.
Our investment recommendations do not include any proprietary funds or investment products. We have no sales quotas, no incentive programs, and no bonus arrangements with any mutual fund family, allowing us to objectively recommend the best fund or investment for our client’s investment portfolio. A client should ask themselves: if X Investments sponsors a family of mutual funds, and my financial plan from X’s advisory service contains mainly X’s funds, how objective is the advice that I’m receiving from X Investments?
At SC Wealth Advisors, our independence allows us the freedom to choose the best investment from all the publicly traded funds, regardless of which fund family they are in when we are making our investment recommendations. This investment flexibility coupled with the experience of our advisors enables us to deliver an exceptional level of service to our clients.