. We are honored to announce that we have been named to Top RIA Firms for 2023. We achieved an elevated ranking of #33 out
Our Edge team filled gift boxes with school supplies, personal care items, and toys for children in need through the Operation Christmas Child mission of
. View our Strategic Guide For Liquidity Events PDF. Edge takes a comprehensive approach to the liquidity event process and will be with you every step
. View a PDF of our Ten “TO-DOs” for You and Your Young Adult. Summer is winding down….is a bird leaving your nest? Launching a
. View a PDF of our Education Planning Guide. With an understanding of your financial goals, your advisory team can help model education expense and
We are excited to announce that one of our Partners, Kendrick Mattox, was interviewed for a podcast that was discussed in an article on Forbes.com.
On June 14th, we kicked off our latest community engagement project entitled “EDGE…ing Toward a Brighter Future” in partnership with Wealthy Habits and the Andrew
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.
