S3, INC

S3, Inc. focuses on investment advising and personal financial planning for individuals and trusts. S3, Inc. typically buys and holds individual stocks and bonds, but may also use mutual funds, options, or maintain a cash position. Planning services include planning for large purchases, decoupling from an employer, organizing assets, re-titling assets, and charitable gift planning. For trusts, S3, Inc. helps trustees meet objectives while minimizing risk. While S3, Inc. typically has full discretion, they prefer to communicate with clients to implement plans over time.