SC Wealth Advisors
Company

SC Wealth Advisors

Financial Services 2 Mid America Plaza 4 employees
Employees
4
Contacts
1
Emails
1
Phones
1

SC Wealth Advisors Overview

Headquarters
2 Mid America Plaza
Industry
Financial Services
Employees
4
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About SC Wealth Advisors

SC Wealth Advisors is an Independent Registered Investment Advisor (RIA). We are proud to be a BBB Accredited Business, reflecting our ongoing commitment to client trust and ethical standards. At SC Wealth Advisors, we believe everyone deserves to retire with dignity. Whether you're just getting started or already enjoying retirement, we're here to help you make the most of your money — not to sell you products. As an RIA, we operate under a fiduciary duty — meaning your interests come first, always. With over 52 years of combined experience, our team provides transparent, personalized advice that empowers you to reach your financial goals with confidence. We offer a full range of services, including: • Wealth management • Retirement and financial planning • Social Security strategy • Roth IRA conversions • 401(k), 457(b), & 403(b) rollovers • Estate planning • Fixed index annuities • Active portfolio management We use cutting-edge risk tolerance technology that evaluates both your willingness and ability to take investment risk. This helps us create a portfolio that aligns with your long-term goals — and we regularly revisit it to adapt to life’s changes. Our proprietary Unleash Your Wealth process goes beyond numbers. We align your finances with your life aspirations, so your money supports what truly matters. SC Wealth Advisors is independent, objective, and committed to doing what's right — always. Let’s build a future where your wealth works for your life, not the other way around.

SC Wealth Advisors Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage
Phone contacts
1
50.0% coverage

SC Wealth Advisors Org Chart

Sample employees and titles
Name Title Contact
Rajan Shah Wealth Management Advisor - Co-founder
Email Phone
Shivam S. Patel Student at the University of Chicago
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