SCW Wealth Management, LLC

SCW Wealth Management provides discretionary and non‑discretionary investment management and ongoing comprehensive financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and small business entities. The firm develops a written Investment Policy Statement and conducts a risk assessment for each client to guide portfolio construction and monitoring.

The firm’s investment process blends modern portfolio theory and long‑term purchase strategies with fundamental, charting, and technical analysis to build diversified portfolios using mutual funds, ETFs, individual securities, fixed income, and real‑estate vehicles. SCW discloses the use of products that provide exposure to cryptocurrencies (for example crypto‑linked ETFs) and describes the unique volatility, regulatory, and cybersecurity risks associated with those exposures.

SCW reports managing roughly $15.3 million in discretionary client assets and has pending registration applications in multiple additional states, a combination that is less common for firms of its size. It requires clients to use a specified custodian platform, participates in that custodian’s advisor services program (creating disclosed economic incentives), assists clients with first‑party standing letters of authorization, and meets its state financial requirement through an investment adviser surety bond.