Home | SCE FCU Wealth Management Group

SMARTER WEALTH MANAGEMENT

Welcome to SCE FCU Wealth Management. We strive to provide comprehensive wealth management services for every stage of the journey. Our Advisor's mission is to enhance your life by helping create sound, financial strategies.

Our goal? To give you confidence in your financial future for years to come.

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Why Us?

Find out why our objectivity, independent research, state-of-the-art technology, and integration with your existing financial professionals makes us stand out.

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Retirement

We are committed to your long-term success. We will help you develop and execute a strategy tailored to your goals and one to help increase your wealth over time.

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Our Portfolios

Customized Equity & Bond SMAs
DFA
Vanguard
Capital Group
BlackRock
JP Morgan

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MEET THE ADVISORS

Our team of professionals have decades of collective experience. Regardless of your financial management needs, we have the skills necessary to help you succeed.

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Our Investment Philosophy

Core & Satellite Approach of Investing
Socially Responsible & Custom Tailored Portfolios
Factor Based Investing for Outperformance
Liability Matching Multiple Risk Portfolios (Income vs Growth Buckets)
Tradeoffs between Downside Risk Strategies vs Fees vs Performance
Tax Efficient Portfolios & Asset Location

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