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Wealth Management Services in Maryland

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Helping Families & Individuals Create Their Financial Future

Creating a comfortable lifestyle now, for the future, and in retirement is the ultimate goal—we can help you get there with confidence. Attain financial success that aligns with your short- and long-term goals with the help of our experienced financial advisors, CPAs, and CFP® professionals. Our team provides comprehensive financial strategies, retirement planning, and tax advice to Maryland-based individuals and families to help you meet your significant milestones.

Are You Excited About Your Current Wealth Management and Strategic Tax Plan?

SC&H Can Help

Build Your Wealth with Confidence

Confidently navigate the financial decisions that will influence you today and for years to come. Our team focuses on the variables that we can control, develops a plan based on what’s vital to you, and executes that plan with precision each step of the way.

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, totally prepared, and confident before and after you retire. 

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Investment Management and Planning 

Keep your financial goals top of mind with a planning-driven investment portfolio that develops as your needs evolve. Work with a Maryland-based advisor to evaluate your investment opportunities, allocate your assets to grow your wealth, and ensure you’re still living life to the fullest. 

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Tax Planning and Preparation

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

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Insurance Planning 

Preserve your wealth and optimize your multi-generational plan with fiduciary-based advice that helps to ensure you and your loved ones are equipped for both expected and unexpected life events. We can’t predict the future, but we can plan for it to deliver 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 Maryland-based 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 | CORE by SC&H 

Oversee your path towards financial independence with personalized investment advice, one-on-one financial planning, 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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Understanding Your Present to Prioritize Your Future

Your path to financial success is our top priority. Our CFP® professionals and Certified Public Accountants (CPAs) are deeply invested in the decisions that impact you and serve as your loyal fiduciaries. Through transparency, authenticity, and reliable communication, we earn your trust and demonstrate our commitment to helping you maximize your potential and realize your financial goals. We’re here to address your most pressing questions and design a plan, together:

  • When can I retire? 
  • Will I have enough money for my preferred lifestyle? 
  • How much do I need to save to become financially independent? 
  • Should I invest now or wait?
  • How do I efficiently pay down my debt? 
  • What can I afford to spend?

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, collaborative approach and comprehensive services capable of meeting all 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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