Who We Serve

Where your interests always come first

Our team of financial advisors specialize in providing surgical professionals, their families, and their practice with premier wealth management services across the United States and always act in our clients best interest.

Premier wealth management across the US

We provide wealth-protection strategies for successful and aspiring Surgeons.

You understand that protecting and growing wealth is in itself a very complex and time-consuming process. Our deliberate decision to specialize allows us to provide Surgeons like you with tailored wealth management strategies that are resilient and adaptable to changes in the economy and markets.

We serve clients all around the U.S.

SCM Client locations


You can rely on our knowledge and experience to help protect the life you have built and the legacy you aim to leave behind.