private wealth services
We’re a boutique investment and wealth advisory firm that helps you build a better financial boat and navigate your very best life.
why SCF?
EXCEPTIONAL
EXPERTISE
Over her decades-long career, our captain, Carolyn Horadan, has worn many hats in the financial industry, bringing institutional-level acumen and the research of the leading banks and brokerage houses to the SCF arsenal. The yield: a colossal leg up in building investment portfolios and providing financial advice that work better and smarter for each client.
CUSTOMIZED MATH-BASED SOLUTIONS
We take time to get to know you and to fully understand your financial needs. We not only tailor your solutions and strategies to your unique requirements, but also build and implement them based on mathematical analysis. Whenever you face a financial crossroad, we perform a cost-benefit analysis and present options, giving you confidence, peace of mind and precision.
FIRST-HAND
NIMBLE SERVICE
We’re a small-yet-mighty specialty firm. When you work with us, you get us—we’re not only the advisors you meet with and call, but also the professionals who garner and interpret the research, run the numbers, build your financial strategies, help you think through decisions and pull the trigger on your investments. We take great pride in our top-quality, truly personal service—and our ability to respond, act and pivot more quickly for your benefit.