SC Wealth Advisors of Westmont

SC Wealth Advisors of Westmont is a Wealth Management firm in Westmont, IL. The firm serves individual investors, high-net-worth individuals, family-owned businesses, trusts, and corporations. As a registered investment advisory firm, it operates under a fiduciary standard, meaning it is obligated to act in the client's best interest. The firm does not include proprietary funds or investment products in its recommendations and maintains no sales quotas, incentive programs, or bonus arrangements with mutual fund families. This structure allows the firm to objectively recommend the best fund or investment for a client's portfolio.

SC Wealth Advisors was founded by Raj Shah and Richard Borek, CFP, who possess a combined 52 years of experience helping clients achieve financial goals. Raj Shah, the Co-Founder and Wealth Management Advisor, has more than 20 years of experience and holds a professional series 65 securities license. He takes a comprehensive approach to assisting clients in creating and executing financial, tax, and estate plans that guide them to and through retirement. Shah also serves as the Founder and President of Secure Capital Management USA, LLC, a retirement and income planning firm. His advice and views have appeared in Forbes, CNN Money, Fortune, U.S. News, CBS, and WGN. He hosts the "Unleash Your Wealth" radio program on AM560 WIND in the Chicagoland area, which is also available as a podcast. The firm's approach emphasizes transparency, requiring full disclosure of fees and conflicts of interest before business is conducted to help clients make informed decisions.

The firm is located at 2 Mid America Plaza suite 725. It holds a rating of 5.00 based on 2 reviews.

SC Wealth Advisors of Westmont provides fiduciary wealth management services in Westmont, IL, focusing on objective investment recommendations and comprehensive financial planning for diverse client groups.