We are pleased to announce that Strategic Capital Advisors (SCA) has joined Transform Wealth. Founded in 1994 by John Hancock and Jonathan Ahalt, SCA provides fee-only investment advisory services to individuals and institutions, including retirement plans.
By joining forces, Transform Wealth adds a new expertise in serving institutional and retirement plan clients to our already seasoned team of financial professionals. With the addition of the SCA team, the firm will move forward together as Transform Wealth.
“We are thrilled to join another like-minded team that cares deeply for their clients and shares a common approach to fiduciary advice,” said John Hancock, President of SCA. “This partnership will enable us to leverage Transform Wealth’s resources, intellectual expertise and deep bench of talent to enhance our strengths and continue to deliver highly personalized client service for many years to come.”
SCA’s success over nearly 30 years demonstrates a dedicated commitment to client centric financial guidance. Our firms’ shared cultures and passion for serving clients is why we believe this combination is a tremendous fit, and one that will help us collectively better serve clients in the years to come.
“We are excited to bring on a partner that shares a similar entrepreneurial and fiduciary mindset. When we first met the SCA team, we felt that there was an immediate culture fit between our two firms,” added Nathan Kubik, CEO of Transform Wealth. “This is a unique opportunity for us to bolster the depth and expertise of our team by adding well-respected advisors who are known for the caliber of service they have delivered for nearly 30 years.”
Please join us in welcoming John Hancock, Jonathan Ahalt and Phil Woodford to Transform Wealth.