General Info

SCS Financial is an investment management firm that provides private wealth and institutional investment management services. The firm employs more than 30 professionals who supervise over $5 billion for nearly 70 families, including entrepreneurs, CEOs, and partners of private equity and venture capital firms. It offers wealth management services across various areas, including investments, estate planning, income tax and asset protection. SCS Financial provides a variety of asset allocation, financial planning, portfolio construction, portfolio risk management, and strategic trust and estate planning services. In addition, the firm offers a range of representation and outsourcing services. SCS Financial is located in Boston.