SCS FINANCIAL

Looking for a consultative approach to your financial life? SCS Financial is an investment wealth management firm with offices in Boston, NY, CA, RI... The integrity of our firm extends beyond the relationships you have with your team; it covers the recommendations that we make as well. You can have confidence in our recommendations because we endeavor to ensure that you understand the rationale behind them. Too often, the financial industry is purposefully complicated and filled with jargon. At SCS, we avoid jargon and unnecessary complexity. We present everything in comprehensible language. There is no obfuscation, just clear reports backed by relevant, accurate data... In all cases, SCS is the trusted advisor responsible for all aspects of a client's financial life, integrating sophisticated investment portfolios across multiple asset classes and geographies, with a customized financial strategy, inclusive of estate and income tax strategy.

Also known as: SCS Financial Services LLC

Primary location: Boston United States