Who We Are
Founded in 2019 by Hamilton "Ham" Poynor, Shades Creek Wealth Advisors (SCWA) is an independent wealth management firm offering comprehensive wealth management services. SCWA provides investment management, fee-based planning, and life insurance advisory to business owners, families, individuals, and institutions. With premier investment platforms, we deliver sophisticated wealth strategies tailored to both retail and institutional clients.
Meet Our Team
What Makes SCWA Different?
Access to Alternative Investments
We provide access to alternative investment opportunities, enhancing our clients' wealth management strategies with unique investment options.
Tailored Solutions with an Open-Architecture Platform
Our flexible platform allows us to craft individualized wealth management strategies that meet each client’s distinct financial goals.
Boutique Service, Personalized Approach
As a boutique firm, we deliver highly personalized client service and clear, responsive communication, ensuring each client feels valued.
Comprehensive Wealth Management
SCWA serves as a one-stop shop for wealth management, investment planning, financial guidance, and even life insurance, supporting all aspects of your financial life.
Proven Commitment to Clients
Our long-standing client relationships reflect our dedication to excellent service and client satisfaction.
Who We Serve
Endowments & Foundations
Private Business Owners
Retirees
Emerging Professionals
Our Services
Firm Insights
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Our Insights
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