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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.

Meet Our Team

Put your future into focus today.

Our Initial Meeting Process

Connect

Connect with us below to schedule a 30-minute Zoom meeting, phone call, or office visit where we get to know each other and talk about your goals for retirement.

Personalized Plan

On a subsequent zoom meeting or office visit, we will give you organized financial statements, present an interactive retirement plan, and leave you with a list of recommendations we feel are in your best interest.

Ongoing Partnership

SCO Wealth Management will partner with you and your family to implement these recommendations and facilitate your transition into and throughout retirement.

Ready to Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.
Request a Meeting

Why Choose SCO Wealth Management?

See Your Plan Come to Life

Wealth planning is more than a document sitting on a shelf. Through our interactive planning process, you can see how decisions today may impact your future.

  • When can I retire?
  • How much can I spend?
  • Am I on track to reach my goals?

What if I purchase a second home?
Should I delay Social Security?
Can I give more money to charity?

  • A market downturn
  • Premature death of a spouse
  • Unexpected healthcare costs
  • Changes in income or expenses

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

FAQs

Navigating wealth planning can feel overwhelming. Below are answers to the questions we hear most often from clients and prospective clients. If your question isn't answered here, we'd love to hear from you — reach out to schedule a no-obligation introductory meeting.

Getting Started

SCO Wealth Management helps individuals and families bring all aspects of their financial lives together through comprehensive wealth planning and personalized investment management. We frequently work with business owners, corporate executives, federal employees, retirees, and other successful individuals seeking a trusted advisor and long-term planning partner.

We start with a 30-minute introductory conversation to get to know each other and hear about your goals. From there, we prepare organized financial statements and an interactive retirement or investment plan, along with tailored recommendations, all presented at a follow-up meeting. There's no obligation.

SCO Wealth Management offers investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN), a registered broker-dealer and member SIPC. SCOWM operates as an independent practice within that network, meaning you get the resources of a major financial institution alongside the personalized attention of a local, relationship-driven practice.

Fees & Compensation

In most cases, we are compensated through an advisory fee based on assets under management. Depending on your needs, other compensation arrangements may apply. Before moving forward, we'll clearly explain any fees and costs, so you know exactly what to expect. There is no cost or obligation for an initial consultation.

We typically work with individuals and families who have accumulated at least $500,000 in investable assets or are on a path toward that milestone. We also work with younger professionals and emerging wealth clients, often beginning around $250,000, when there is an opportunity to build a long-term planning relationship.

Working With Your Advisor

SCOWM operates as an ongoing collaboration, not a one-time transaction. We meet regularly to review your plan, discuss life changes, and adjust as needed. You'll also receive market commentary and updates from our team, and you're always welcome to reach out between scheduled meetings.

Your accounts are held through Wells Fargo Advisors Financial Network, which maintains institutional-grade security and data privacy standards. You can access your accounts anytime through the secure client login portal.

No. SCOWM can work with clients in many states. Meetings can be held by Zoom, phone, or in person at our Bel Air office, whichever works best for you.

Resources

2026 Market Outlook

Now is a good time to reexamine your financial outlook and confirm if your investment objectives are on the right track. Contact SCO Wealth Management to schedule a no-obligation financial review.

Read Now

Market Analysis

Market and economic news that offers strategies to help investors work toward their financial goals.

Learn More

SCO Wealth Management YouTube Channel

Watch our latest videos on a variety of topics that illustrate key financial concepts and current events.

Watch Here