About SCWP
South County Wealth Planning was created to provide top-tier money strategies through heart-centered advice.
We’re passionate about building long-term relationships with our clients to help stand with you as you turn the pages of your life story. We take great pride in this connection, and the level of uncompromising integrity our clients have come to know us for.
Personal relationships are a priority and we operate independently. We believe this is the only way to give truly personalized advice.
The phrase “meet you where you are” is a standard here at SCWP. We’re happy to teach you all you want to know, specifically how to nurture money into existence. Capitalizing on over a decade of quantitative financial analytics, we seek opportunities in your current world and then optimize the decisions at hand.
Advice is delivered with empathy and a deep understanding of your personal circumstances and goals. Our job is to provide valuable guidance that moves you where you want to be now and in the future. We do not require a minimum asset level or net worth.
Life is about the people you share it with, and we strive to be one of them.
PROUD MEMER OF:
ABOUT YOUR PLANNER
Sue Gardiner
CERTIFIED FINANCIAL PLANNER™
INVESTMENT ADVISOR REPRESENTATIVE
MBA, BOSTON COLLEGE
BA, UNIVERSITY OF RHODE ISLAND
I love discovering what’s possible. I am always thinking about the future. And I love that my work can elevate others.
My mission in everything I do is always to bring my best self to the people, families and organizations I serve. Self-development is a constant for me as is continuing education. I am always learning.
When we work together, you’ll find that I spend a LOT of time on the details. I have a genuine interest in your lifestyle, your interests, and your happiness. These things are not separate from your financial needs. I take time up front to listen and learn about you – a trait that is authentic to me, even outside of work.
Growing up, I had a natural curiosity in learning anything and everything. I could have loved any path life led me on, but the only job I knew I wanted was being a mom. I love to teach, nurture, support, create opportunities, revel in my children’s joy from the sidelines. Over my 20 year career history, becoming a CFP® has shown me I could find these same traits in my professional work, too!
I am a wife, a mother, a daughter, a friend, and an ally.
My family and I love being outside, exploring a playground or tending to our moderately successful vegetable gardens. And on early mornings, before the crowds arrive, while the sun is still rising, Narragansett Beach is our serenity.
