Member | Chief Investment Officer | Chief Operating Officer | Dir of Financial Planning
Financial Independence is a Journey, Not an Event
At SSCM, we believe in the power of personalized wealth management. As fiduciaries, we dedicate ourselves to understanding your goals and crafting strategies that reflect your aspirations and values. Your trust and financial success is always at the heart of what we do.
Team
Member | Chief Executive Officer
Member | Chief Financial Officer | Chief Compliance Officer
Client Service Manager & Compliance Officer
Client Service Specialist
Associate Portfolio Manager
Associate Analyst
Articles
4 Education Investment Accounts to Grow College Savings
Are you anxious about rising higher education costs? College can be a valuable experience, but it’s becoming less...
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Small Business Owner Retirement: Dealing with an Unexpected Exit
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier...
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4 Tips for Minimizing Financial Anxiety
Here are some things to consider if your financial anxiety is keeping you up at night.
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Helping You Towards Securing Your Legacy and Shaping Your Tomorrow
We tailor our advice to your needs and objectives for your future.
