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W. Scott Wilson
Investment Advisor Representative at Sc Capital Advisors
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Work Experience
Investment Advisor Representative
Feb 2015 - Present · 9 years and 10 months
football official
Referee
1997 - 2016 · 19 years
Investment Consultant
2006 - 2014 · 8 years
Company Details
2-10 Employees
SC Capital Advisors is an independent, fee-only Registered Investment Advisor that provides comprehensive wealth planning and portfolio management services to business owners, busy professionals, early- to mid-stage retirees, foundations, and endowments. At SC Capital Advisors, we understand the unique challenges that come with managing wealth. For more than 20 years, we have served as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We bring proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution. By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships. SC Capital Advisors is strictly a fee-only advisor and offers an alternative to sales based, commission-driven investment advice. Fees are based on assets under management or one-time consulting fees. The company does not sell any commissioned products nor receive compensation from any sources other than its clients. As an independent advisor, the firm uses third party custodians like TD Ameritrade Institutional to hold client assets. An advisor relationship where the advisor and custodian are separate firms provides clients with additional peace of mind that their assets are safe. SC Capital Advisors is firmly committed to the fee-only, fiduciary business model.
Year Founded
1996
Social Media
Linkedin
Industry
Financial Services, Banks & Financial Services
HQ Location
41750 Rancho las Palmas Dr Rancho Mirage, California 92270, US
Keywords
Investment CounselPortfolio ManagmentComprehensive Wealth Planning
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