Dan Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity, he evaluates the financial market implications of policy and
Several members in our Dallas office volunteered their time helping to pack meals to bring hope and nourishment to children in Zambia through the mission
Click here to read the full Edge Capital 2024 Q2 Outlook. Pedal to the Metal Strap on your seat belts and get ready for a
. Click here to read the full Edge Capital Research Insight With the Fed’s decision to pause its rate hike cycle Wednesday, we have the first
Atlanta Estate Planning Council Welcomes New Member Kevin Vogel, CFP® June 2, 2023 Our firm is proud to announce Kevin Vogel, CFP® was recently invited
. We are excited to announce that we have been named to the 2023 Best-In-State Wealth Advisors list in Florida, Georgia, North Carolina and Texas.
Dear Clients, This past year was one for the record books—records we do not want to experience again. As the Fed aggressively raised interest rates
We are excited to announce that Brad Parsons has joined the firm as a Managing Director and Senior Financial Advisor focused on serving a select
Daniel Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity, Mr. Clifton evaluates the financial market implications of policy
We’d be honored to have a conversation with you about your life’s work and the legacy you’d like to build.
ATLANTA | CHARLOTTE | DALLAS | LEXINGTON | NASHVILLE | TAMPA
SCS Financial, Focus Partners Family Office and OCIO, is a leading wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS offers fee-only advice designed to put client interests first and help wealthy families and institutions feel secure and confident in their financial futures. Priding itself on its steadfast client-focused approach, SCS believes all clients benefit from its integrity in helping them pursue their personal objectives. SCS provides an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management and private investments, and a powerful technology platform. SCS manages over $32 billion in assets, measured as of September 30, 2024, and is a dedicated Family Office & Outsourced Chief Investment Officer (OCIO) business line of Focus Financial Partners. SCS is headquartered in Boston, and with the addition of Edge Capital, further expands its nationwide presences holding additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Providence, Tampa, and West Palm Beach.
