Success Stories: How We Serve Families & Businesses

A local physician, deeply committed to serving patients and enjoying time with family, wanted to ensure his retirement savings were managed with clarity and care. His goals were simple: high-quality service and a diversified portfolio aligned with his lifestyle.

We built a diversified portfolio across multiple asset classes to match his risk tolerance, time horizon, and personal goals. We also designed a review process flexible enough to fit his demanding schedule.

He chose semi-annual in-person reviews, supported by regular email updates. With Servus360, he now monitors his progress confidently. This personalized approach gives him peace of mind, allowing him to focus fully on his patients, his family, and his purpose.

A successful construction firm had grown a strong real estate portfolio, much of it financed with commercial mortgages. With interest rates low, the owners wanted to explore refinancing but didn’t have time to manage the process.

Though SCM doesn’t handle mortgages directly, we acted as their advocate—researching lenders, gathering requirements, and securing competitive quotes.

The firm ultimately chose to wait given interest rate conditions but gained clarity and trusted guidance for the future. With updated benchmarks and an ongoing partnership, they know when the timing is right, we’ll be ready to help.

A dentist and spouse, after years of running a thriving practice, wanted to decide how to best allocate their growing cash reserves. They wanted a strategy that brought security and purpose.

We listened to their goals and risk tolerance, then designed a medium-term investment strategy that gave their resources growth potential while preserving flexibility.

With confidence in the plan, they moved forward and now use Servus360 to monitor progress. Semi-annual reviews give them reassurance that their financial health is strong, freeing them to focus on family, their practice, and their greater calling.