SCO Team

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

Investments should work together to help you accomplish your financial goals.

At SCO Wealth Management, we offer a range of wealth planning products and services to fit your investment strategy.


Creating a plan can help you stay focused, plan for challenges ahead, and make choices that work for you.

Our Envision® planning process is the foundation we use to develop your retirement income plan.


Everyone could use an estate plan - not just the wealthy.

Proper estate planning is essential to developing a lasting legacy and transitioning wealth. 


If you’re changing jobs or retiring, you’ll need to decide what to do with assets in your 401(k) or other qualified employer-sponsored retirement plan (QRP).

Let SCO Wealth Management help you decide which option is right for you.