Wealth Management

Financial Planning and Tax Advice Under One Roof

Our team offers comprehensive financial plans and strategic tax advice to individuals and families to help ensure the most important milestones are met. Creating a comfortable lifestyle now, for the future, and in retirement is the ultimate goal—we help you get there with confidence. Achieve financial success aligned with your short- and long-term goals with the help of our experienced financial advisors, CPAs, and CFP® professionals. We’re here to answer even your toughest questions and design a plan, together:

  • How can my retirement savings plan be more tax-efficient? ​
  • How can I be sure I’m not paying too much in taxes?
  • When can I retire?
  • How much do I need to save to become financially independent?
  • Should I invest now or wait?
  • What’s the best approach to paying down my debt?

Preserve Your Wealth, Shape Your Legacy

Selecting your financial planner is a big decision–and we’re here to help you make an informed choice. Check out our New Client Guide for a self-guided tour of our process, fee structure, and the SC&H approach to holistic financial planning.

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Build Your Wealth With Confidence

Confidently navigate the financial decisions that influence you today and for years to come. We focus on the variables that we can control, develop a plan based on what’s important to you, and execute that plan with precision each step of the way.

Tax Planning and Preparation

Minimize tax liabilities, maximize cash flow, and gain an efficient tax income strategy. Your CPAs and financial advisors are all under one roof to deliver unmatched continuity, personalized advice, and regular financial monitoring so you get the best possible outcomes.

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Retirement Planning

Maintain your current standard of life with proactive and flexible planning and investing designed to generate a growing stream of income and optimized to keep you on track, prepared, and confident before and after you retire.

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Investment Management and Planning

Keep your financial goals in focus with a planning-driven investment portfolio that develops as your needs evolve. Work with an advisor to assess your investment opportunities, allocate your assets to grow your wealth over time, and ensure you’re still living life to the fullest.

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Insurance Planning

Protect your wealth and maximize your multi-generational plan with fiduciary-based advice that helps to ensure you and your loved ones are equipped for expected and unexpected life events. We can’t predict the future but we can plan for it to create peace of mind.

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Estate Planning

Know that your assets and legacy wishes will be thoughtfully distributed to designated beneficiaries in a tax-efficient manner and consistent with your values. Our advisors deliver a compassionate approach to navigating this delicate topic to help you provide for future generations.

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Financial Management and Advisory App | SC&H Core

Control your path towards financial independence with one-on-one financial planning, personalized investment advice, and on-the-go access to your activity in the convenience of an app. Whether you’re just starting out or gaining confidence, we can help simplify your journey.

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Why Choose SC&H Wealth Management?

Backed by the resources of a full-service management consulting, audit, tax, and investment banking firm at SC&H Group, our collective team offers a unified approach and comprehensive services capable of meeting your financial needs.

Meet Your Trusted Advisors

Advisory Services offered through SC&H Financial Advisors, Inc. Advisory. SC&H also offers advisory services through the doing business as name (“DBA”) of SC&H Core. SC&H Financial Advisors, Inc. is a wholly-owned subsidiary of SC&H Group, Inc.

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Learn About Our Wealth Management Practice And What We Can Do For Your Future

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