Who We Are

S&D Capital’s Mission

Our commitment is to listen and work with intention to provide independent solutions that simplify and diversify our client’s lives.


Core Principles

Simplify: to remove the noise, focus on the important, and stick to the basics

Diversify: prudent financial planning requires risk management and a sound, flexible strategy

Commitment: our obligation is our clients and their success, while maintaining integrity


S&D Capital’s Vision

To be at the forefront of independent financial advice by our commitment to education, integrated technologies, and enhanced services.


Your Need for Objective Advice Drives Our Independence

Together, we offer the objectivity of working with an independent financial advisor combined with the ability to access the world’s financial markets and a wide range of diversified financial products and investment resources. We are very proud that we do not represent any one company and have the freedom to seek out the best companies, solutions, and opportunities that align with your desires, needs, and financial goals.


Top Reasons to Work with S&D Capital

1. Knowledgeable, independent professionals – We are independent advisors that work for our clients. Our team includes a Certified Financial Planner™ professional, and we pride ourselves on upholding the highest standards of integrity and professionalism in our relationships. Also, we have no proprietary products and can develop solutions suited to your situation.

2. Active and passive investment strategies – As humans, we are emotional and usually irrational about money. When removing emotions, we will diversify your portfolio and use a combination of active and passive investment strategies.

3. Too many choices and too much information – At S&D Capital, we will help you sort through the information and find the right solution for your specific situation.

4. Rapid changes in the marketplace – There are too many choices and too much information that is moving constantly and changes occur faster today than ever before. We are committed to providing the most accurate market and account information and delivering that information in a way that is easy to understand.