Who We Serve
Institutions & Foundations
Private Business Owners
Retirees
Emerging
Professionals
How We Serve Our Clients
Strengthening the Financial Legacy of Endowments & Foundations
At SCWA, we are dedicated to supporting your organization’s mission through a tailored, endowment-style investment approach designed for long-term growth and stability. Our expertise in alternative investments, combined with a strong commitment to board member education, allows us to enhance endowment portfolios to sustain the organization’s mission well into the future.
Learn More About How Serve Endowments & Foundations
Providing Wealth Strategies for Private Business Owners
We understand the complexities of managing wealth following a business sale or throughout your business journey. Our personalized strategies are designed to help you confidently navigate these challenges, with a focus on tax efficiency, asset protection, and strategic growth. By aligning our approach with your long-term goals, we ensure that your wealth supports your immediate needs while establishing a strong foundation for future success.
Learn More About How Serve Private Business Owners
Securing the Hard-Earned Future of Retirees
For retirees, we offer personalized strategies that prioritize capital preservation and the generation of sustainable income. Our approach is designed to safeguard your wealth while ensuring you have the resources to enjoy a comfortable lifestyle. We are committed to developing a comprehensive financial plan that instills confidence, allowing you to embrace your retirement years with peace of mind and the freedom to pursue your passions.
Learn More About How Serve Retirees
Building a Strong Financial Foundation for Emerging Professionals
As an emerging professional, you’re dedicated to building wealth and securing your financial future. At SCWA, we offer personalized financial reviews, tailored portfolio strategies, and comprehensive estate planning to help you achieve your goals and foster your growth. Our approach is designed to empower you with the tools and insights needed to navigate your financial journey confidently.
Learn More About How Serve Emerging Professionals
Contact Us
Schedule an Introductory Meeting with Us!