SC Wealth Advisors

10/02/2026

I’m excited to officially welcome Shivam Patel to SC Wealth Advisors as a Wealth Management Advisor.

As we continue to grow SC Wealth Advisors, one of the things that matters most to me is bringing in talented people who share our commitment to putting clients first and building relationships for the long term. Shivam is a great addition to that vision.

A graduate of the University of Chicago, Shivam brings a strong financial background along with hands on experience in futures trading and the financial markets. He also serves as a baseball coach at the University of Chicago, where teamwork, preparation and discipline are part of the job every day.

Shivam is now beginning the next chapter of his career, building his own book of business and helping individuals, families, business owners, and high net worth invest their money efficiently, prepare for retirement, and navigate the increasingly complex financial decisions that come with building and preserving wealth.

I’m excited to have Shivam on our team and even more excited to watch him grow as an advisor in the years ahead.

Welcome to SC Wealth Advisors, Shivam!

Plan. Invest. Succeed.

07/04/2025

🎆 Happy 4th of July from SC Wealth Advisors!

As we celebrate this day of freedom and unity, we wish you and your loved ones a joyful and safe Independence Day!

Here's to the freedoms we cherish and the opportunities that lie ahead. Let's continue to prosper together and strive for financial independence!

Enjoy the celebrations! 🎉🇺🇸

07/01/2025

𝗟𝗼𝗰𝗸 𝗜𝗻 𝗦𝘁𝗲𝗮𝗱𝘆 𝗜𝗻𝗰𝗼𝗺𝗲 𝗪𝗵𝗶𝗹𝗲 𝗢𝘁𝗵𝗲𝗿𝘀 𝗪𝗮𝗶𝘁 𝗳𝗼𝗿 𝗥𝗮𝘁𝗲𝘀 𝘁𝗼 𝗙𝗮𝗹𝗹 𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗶𝘀𝗻’𝘁 𝗴𝗼𝗶𝗻𝗴 𝗮𝗻𝘆𝘄𝗵𝗲𝗿𝗲 𝗮𝗻𝗱 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝗰𝗼𝘂𝗹𝗱 𝗰𝗼𝘀𝘁 𝘆𝗼𝘂.

Inflation isn’t going anywhere—and waiting could cost you. Now’s the time to position your portfolio for lasting income with SC Wealth Advisors.

📞 Book a free strategy call: https://calendly.com/scwealthadvisors

🌐 Learn more: https://scwealthadvisors.com

04/29/2025

It was a blast interviewing arguably the funniest man on the planet, Bill Murray and the Murray Brothers Charity about their business insights, investing, and retirement planning which was a fantastic experience! Golfing with Johnny Damon, who's a genuinely great guy, added some more excitement to the 3 day event.

Special thanks to my partners at Impact Partnership for making this event possible. Giving back to a meaningful cause alongside other wealth management RIA owners was truly rewarding.

12/25/2022

Happy holidays from the SC Wealth family! Have a peaceful and prosperous New Year!

11/11/2022

Thank you to all the veterans for your service!

09/11/2022

Last picture of the World Trade Center. We will never forget!

05/28/2022

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The Power of KnowingMarket Guard™ MethodologyThe Market Guard™ strategy was created with one simple goal in mind, to help empower clients with the highest probability of investment success, while helping to protect their investments along the way. At Market Guard™, we strive to understand the ...

03/20/2022

It was a busy week recording new segments for The Money Report and Unleash Your Wealth Radio. Many significant topics to discuss from the war in Ukraine, high inflation, rising interest rates, tightening money supply, a volatile stock market and how it relates back to the investor’s portfolio. Thank you to the impact partnership for hosting us!