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Who We Are

At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, independent guidance.

We serve our clients with personal service from our experienced, collaborative team. The needs of our clients have always come first, and we are not satisfied unless their visions for their business, retirement or legacy are met. Through our vast expertise in asset management and 401(k) planning, we will provide you with strategies that help you along the path to success.