Smart deals start with the right connections.

Access 800+ qualified LPs through CQ’s Investor Database.

SCS Financial

Wealth Management, Family Office (single/multi), Asset Management

Investment and wealth management firm serving families, family offices, and institutional investors, managing approximately $30 billion in assets.

Overview and Management

Establishment Year

2002

Mission

Our philosophy centers on prioritizing our clients' interests, ensuring that their financial well-being is at the forefront of everything we do.

Values

Trust, client-alignment, transparency, collaboration, and performance excellence.

Investment Roles

Direct Investor, Intermediary

Participant Demographics

Serving ultra-high-net-worth families, family offices, and institutional investors.

Generational Wealth Planning

Focus on aligning investment strategies with tax and estate planning for long-term wealth preservation and succession planning.

Risk Tolerance

Customized to clients' risk tolerance, focusing on minimizing volatility, liquidity needs, and downside risk.

References or Case Studies

No explicit information available.

Team Experience

Emphasis on experienced professionals with decades of expertise.

Notable Achievements

Managing $30 billion in assets with industry leadership.

Project Track Record

Focused on creating customized portfolios and long-term wealth compounding.

Exit Strategies

Strategic sales and private market exits.

Legal, Compliance and Contact Information

Regulatory Registrations

SEC-registered

Compliance History

No legal or disciplinary history.

Email

dederle@scsfinancial.com, scarlson@scsfinancial.com

Phone Number

617-204-6400

Address

Boston United States

Similar Investor Firms

Frequently Asked Questions

What services does SCS Financial offer to clients?

SCS Financial provides a range of financial services tailored to meet our clients' unique needs. We focus on investment management, financial planning, and wealth management to ensure our clients achieve their financial goals. - Personalized investment strategies - Comprehensive financial planning - Ongoing portfolio management

How does SCS Financial prioritize client interests?

At SCS Financial, our philosophy centers on prioritizing clients' interests above all else. We ensure that their financial well-being is the core of our services, fostering trust and long-term relationships. - Client-centric approach - Transparent communication - Customized financial solutions

Why should I choose SCS Financial for my financial planning?

Choosing SCS Financial means partnering with a team that puts your interests first. Our expertise and commitment to your financial well-being ensure tailored solutions that align with your goals. - Experienced financial advisors - Focus on client success - Holistic approach to wealth management