SCS Financial is a prominent investment and wealth management firm headquartered in Boston, Massachusetts, with additional offices in New York, Los Angeles, Providence, West Palm Beach, and other locations. Founded in 2002, the firm specializes in serving ultra-high-net-worth individuals, families, and institutional investors. They offer comprehensive services, including investment management, financial planning, estate and income tax strategies, and philanthropic planning, all tailored to each client’s unique needs. SCS Financial operates on a fee-only model, ensuring that client interests are prioritized without conflicts of interest. Their team comprises experienced professionals who collaborate to provide integrated and customized financial solutions, aiming to exceed client expectations and build lasting relationships based on trust and integrity.