What does SCIA mean in INVESTMENTS

Sanibel Captiva Investment Advisers (SCIA) is a financial services and investment firm located in beautiful Southwest Florida. Our experienced team of Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®) are committed to providing personalized, comprehensive financial advice and portfolio management solutions that meet the unique needs of each individual client.

SCIA offers a wide range of comprehensive financial services, from wealth management to retirement planning. We strive to provide our clients with objective and personalized advice that helps them achieve their unique goals. Our services include asset allocation, portfolio design & monitoring, estate planning, tax planning & preparation, retirement income planning, trust services, business succession planning, insurance analysis & review, and charitable giving strategies.

Our team at SCIA is composed of experienced financial professionals who understand all aspects of personal finance. We have active CERTIFIED FINANCIAL PLANNER™ professionals as well as Chartered Financial Analysts® who specialize in different areas such as asset management, retirement planning, estate planning and taxation. With many years of combined experience in the industry, we have a proven track record in helping our clients reach their goals.

At SCIA we strive to continually exceed our clients’ expectations by taking the time to understand their individual needs through regularly scheduled meetings/updates and providing tailored solutions designed specifically for them. We have implemented a comprehensive strategy that uses both quantitative and qualitative analysis to craft efficient portfolios with reduced risk exposure while maintaining the flexibility needed for future growth objectives. This provides us with greater insight into our clients’ circumstances which allows us to develop an appropriate plan that meets their desired outcomes.

At SCIA we believe that no two investors are alike which is why we don't take a one-size-fits-all approach when it comes to managing wealth. Our team takes the time to understand each individual’s unique situation so that they can offer tailored advice based on specific goals as opposed to off-the-shelf solutions which may or may not be beneficial for everyone involved. Additionally, we pride ourselves on offering transparent pricing structures so that our clients know exactly what fees they are paying upfront without any hidden charges or surprises down the line.

Getting started with SCIA is simple! You can either call us directly or go online today to set up an initial consultation appointment where you can learn more about how our services can benefit you and your family's financial future. During this meeting we will review your current situation so that we can begin crafting a custom solution specifically catered towards achieving your life goals.

At least once per year or more frequently if necessary depending on the complexity of your situation or any changes made during the given year. It is important to stay updated regularly so that if anything changes with your particular circumstances then we can adjust accordingly moving forward ensuring everything is still on track towards achieving long-term success.

Not necessarily! While prior investment knowledge may be helpful it isn't necessary since every situation is different depending on individual circumstances and preferences; therefore our professional advisors will work closely with you throughout every step of the process making sure everything remains clear while also providing you with educational resources along the way if necessary.