Wealth Managers - Massachusetts
Band 1
What the Team is Known For
In 2025 Lake Street Advisors merged with national wealth management company, SCS Financial. The combined firm provides wealth and estate planning services to a range of clients, including entrepreneurs and high net worth families. As well as wealth management, the firm also advises on philanthropic giving.
Notable practitioners
Adrienne Penta recently joined SCS Financial as its national head of wealth management. Penta was previously an executive director at Brown Brothers Harriman.
