About SCWA
SCWA serves individuals, families, and institutions across our four primary markets: Institutions & Foundations, Owners of Private Business, Retirees, and Emerging Professionals. Our mission is centered on helping our clients achieve long-term prosperity. We utilize an endowment-style approach to investment management, a time-tested approach utilized by the largest institutions, endowments, and sovereign wealth funds.
2019
Founded
35 Years
Combined Industry Experience of Team
$37M+
AUM
Managing Your Wealth with a Long-Term Perspective
We believe in managing your wealth with a long-term perspective. Our approach focuses on strategic planning and disciplined decision-making to help you achieve sustainable financial growth. By aligning your goals with carefully tailored investment strategies, we work to ensure your wealth endures through market cycles and life changes, securing your financial future for generations to come.
Planning All Aspects of Your Future
We take a comprehensive approach to planning every aspect of your financial future. From wealth management and retirement planning to estate and tax strategies, we provide personalized guidance that addresses your unique needs and goals. Our holistic planning ensures that every financial decision you make today is aligned with your long-term vision, giving you confidence in a secure and well-structured future.
Endowment-style Investing
SCWA applies an endowment-style investing approach, leveraging diversification, alternative investments, and a long-term horizon to preserve and grow wealth. By adopting strategies used by institutional investors, we focus on generating consistent returns while managing risk across various market conditions. This approach is designed to protect and enhance your portfolio, ensuring financial stability for the future.
Contact Us
Schedule an Introductory Meeting with Us!