At The Scruggs Group, we are committed to serving you and your family. We are a team of dynamic and experienced financial professionals, dedicated to managing all aspects of family wealth.
Located in Houston, TX, The Scruggs Group provides advisory and wealth management services to clients as trusted fiduciary advisors.
Our team develops deep relationships with our clients to help ensure we understand their priorities and cultivate a plan that puts them on a path towards financial success. We are focused on staying connected and proactive.
Our standards for client service align with the standards established by the Rockefeller family, and the trustees who have helped it prosper for generations. The experience, family culture and world renowned brand that Rockefeller brings to the table is synergistic with the underlying foundation of The Scruggs Group.
THE SCRUGGS GROUP
(713) 804-6407
“We are a dedicated team of investment professionals, who are engaged in all aspects of our clients financial planning.”
Shay Scruggs, Managing Director, Private Wealth Advisor
At The Scruggs Group, we curate a financial plan that is custom to our clients and aids them in leading financially secure lives. Our team is here to service our clients.
SHAY SCRUGGS
KEVIN WRIGHT
JILL TOMLINSON
CALLIE MCFALL
TRENTON HOLLAS
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Customized Investment Strategy Design
We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.
Portfolio Management & Optimization
We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.
Investment, Tax, & Legal Advisor Coordination
We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.
Risk Management
We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.
Cash Management, Optimization, & Access
We handle all cash activity and cash equivalents including loans, banking products, and mortgages.
Ongoing Monitoring & Performance Analytics
We provide you with a high level of transparency through advanced analytics and regular meetings with our team.
Customized Investment Strategy Design
Portfolio Management & Optimization
Investment, Tax, & Legal Advisor Coordination
Risk Management
We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.
Cash Management, Optimization, & Access
We handle all cash activity and cash equivalents including loans, banking products, and mortgages.
Ongoing Monitoring & Performance Analytics
We provide you with a high level of transparency through advanced analytics and regular meetings with our team.
- Financial Accounting & Bookkeeping
- Trust & Estate Planning
- Tax Efficient Planning & Preparation
- Family Legacy & Governance Advisory
- Bill payment
- Philanthropic advisory
- Human Resources Services
- Cash flow and liquidity planning
- Next Gen Financial Education
Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.
Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.
Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.
- Differentiated, independent advice for entrepreneurs and business owners
- Execution across private and public companies owned or operated by our clients
- Mergers, acquisitions, divestitures, capital raises
- Real estate advisory
- Sports franchise advisory
Rockefeller Asset Management serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.
Equity Strategies- We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
- We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.
Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.
Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program
Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients
Concierge Healthcare
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.
Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.
Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.
