Company Summary

Company Overviews

SCS Financial is a wealth and investment management firm specializing in serving ultra-high-net-worth individuals, families, and institutions. We deliver personalized, fee-only advisory services focused on each client’s objectives, providing them with an integrated and customized plan for their future and a commitment to strive to exceed their expectations every day.

As the Family Office & Outsourced Chief Investment Officer (OCIO) division of Focus Financial Partners, we serve clients with an unwavering commitment to integrity, transparency, and a client-first approach. Our team is at the heart of our success — composed of experienced professionals who thrive in a culture of curiosity and collaboration.

Headquartered in Boston, SCS has offices in New York, Providence, RI, Los Angeles, West Palm Beach, Atlanta, Dallas, Charlotte, Lexington, KY, Tampa, and Portsmouth, NH. We continue to grow, providing wealth and investment management services to families and institutions across the country.

Rating Reviews

Rating is calculated based on 3 reviews and is evolving.

Featured Reviews

Vice President, Private Client Group (Investments)
3.9
5 June 2026
Solid Investment Firm, Great Client Focus
Pros: I've really enjoyed my time at SCS, particularly within the Private Client Group. The company culture encourages a collaborative approach, and my colleagues are genuinely supportive, making it a great place to work. We get to build strong, long-term client relationships, which is very rewarding in the financial services industry. The leadership team values professional development, offering resources to stay current with investment trends and strategies. Being in Portsmouth, NH is also a huge
Cons: While overall positive, there are times, especially during market volatility or year-end reporting, when the workload as a Vice President can become quite heavy, impacting work-life balance slightly. Sometimes, internal communication on firm-wide initiatives could be a bit clearer, and approval processes for certain client-specific investment strategies can feel a little slow. For long-term career growth beyond the VP level, specific progression paths aren't always explicitly defined, which
Advice to Management: Continue to foster the collaborative environment and focus on client service, which are major strengths. Consider streamlining some of the internal approval processes to improve efficiency for the Private Client Group. Also, providing more transparent roadmaps for career progression beyond the Vice President level and enhancing internal communication around strategic firm decisions would greatly benefit employee morale and long-term engagement within our investment management firm.
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Senior Software Engineer
3.9
28 September 2026
Good projects, but leadership communication needs work
Pros: The best part about working at SCS is definitely the exposure to a wide range of challenging projects across different clients. As a Senior Software Engineer, I've had opportunities to work on cutting-edge technologies in the tech consulting space. The team members are smart, dedicated, and always willing to help each other out. The remote work flexibility is also a huge plus for maintaining a healthy work-life balance.
Cons: While flexibility is great, sometimes project deadlines can feel a bit unrealistic, leading to occasional crunch times. Career growth paths aren't always clearly defined, making it a bit hard to know what skills are most valued for advancement. Also, while teams are supportive, top-level communication about company strategy or major changes can be a bit infrequent, leaving some uncertainty.
Advice to Management: Consider implementing more structured mentorship programs and clearer communication channels for company-wide updates. This would greatly assist engineers in navigating their career paths and feeling more connected to the overall company vision.
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Software Engineer
3.6
6 September 2026
Solid Tech Company with Room to Grow
Pros: The best part about SCS is definitely the people. My colleagues were incredibly supportive and knowledgeable, always willing to help. The work itself was challenging and engaging, really allowing me to hone my skills in cloud development. The flexible hybrid work model was a huge plus, making it easy to balance personal life with work responsibilities.
Cons: Navigating internal processes can sometimes feel slow, especially for a company of this size. Decision-making can be a bit top-down, which occasionally leads to bottlenecks. There's also a desire among many engineers for more structured career progression beyond just technical specialization.
Advice to Management: Consider implementing more transparent career ladders for engineers and empowering teams to have more autonomy in project decision-making. Streamlining project approval processes could also boost overall efficiency.
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