Windermere Wealth Advisors, LLC: Enhances its service offering through strategic alliance


Judi Murphy, Sr. VP

Murphy Associates, Your Marketing Department


[email protected]

Milwaukee, WI – August 21, 2012 – Windermere Wealth Advisors, LLC (“Windermere”) recently announced an enhanced service offering resulting from a strategic alliance with SCS Financial Services, LLC (“SCS”), a multi-client family office located in Boston, MA.

Pam Evason, Windermere’s Managing Director, said, “Increasingly, individuals are recognizing the vulnerabilities within their investment portfolios and overall financial approach. Windermere clients will now benefit from a strategic financial planning process to assist them in crafting a financial roadmap, as well as a broadened investment offering creating ‘all weather portfolios,’ the combination of which will afford them greater financial peace of mind.”

Windermere conducted a national search to select a partner with which to deliver this elevated offering, while maintaining its conflict-free, open architecture framework. Ken Evason, CEO and Chief Investment Officer of Windermere commented, “SCS emerged as the clear choice. Not only is SCS one of the most successful independent investment and wealth management firms in the U.S, with approximately $8.2 billion in assets under management as of February 29, 2012. But it’s also a firm that prides itself on the same core tenets as Windermere – conflict free, professional investment advice, deep overall financial guidance, and client centric culture.”

Under this alliance, Windermere is able to enhance its platform of investment advisory services as it adopts SCS’s tools and approach to strategic financial planning, which allows clients to better visualize, understand, and act upon their financial vision. Furthermore, Windermere will have complete access to SCS’s experienced investment team that covers traditional as well as alternative asset classes around the world. Windermere’s clients will also gain access to hundreds of premier investment managers rigorously screened and selected by SCS’ research team, that may not otherwise be available.

“We couldn’t be more pleased with this new strategic alliance,” said Pete Matoon, CEO of SCS, “and we look forward to working with the team at Windermere in bringing this sophisticated service offering to the Wisconsin marketplace.”

Windermere Wealth Advisors provides wealth management services to individuals, families and charitable organizations to achieve short- and long-term goals. Our credentialed, independent advisors offer one-on-one solutions grounded in research, knowledge and expertise. For more information, call Pam Evason, Managing Director, at 414-716-6150 or visit