The SCG Group
At The SCG Group, we believe that true wealth management is about more than just investing. We help you design financial strategies focused on the goals that are most important to you, now and for generations to come. No matter what life stage you are in, we can help you address your current wealth management needs and prepare for future “what ifs.”
Each member of our team has personal as well as professional experience with many of the same wealth management challenges our clients face. We combine our skills and knowledge to approach each circumstance with insight and empathy. Although every client is unique, we can apply what we have learned from helping other clients with similar concerns.
As a team, we are committed to offering the same personalized attention and high-touch service to high-net-worth clients and the emerging affluent. We value every client and find joy in working with them to pursue their wealth management goals.
Our investment philosophy is structured around the following core principles:
• We select investment managers with consistently favorable risk adjusted returns versus their peers.
• We believe that the single most important determinant of investment returns over time is asset allocation.
• We do not attempt to time markets.
• We recognize the importance of investment expense and tax minimization to the total return of client portfolios.
• We take a total return approach to investing. Investment returns come from both price appreciation and income generated within a portfolio.
CIMA®, CPFA™, CRPS™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
