Premier investment management
Personalized financial advice, built around your whole life.
Settlement Capital Advisors is a registered investment advisory firm serving a select client base across the United States. We work consultatively to design plans that move every part of your financial life — investments, retirement, tax, and estate — cohesively toward what matters most to you.
WHO WE SERVE
Specialists by origin. Generalists by
experience.
Our roots are in serving injury victims and their families and the attorneys who fight for them. As our reach has expanded over the years, we’ve stayed intentionally selective about who we take on — today we serve a small, hand-picked group of individuals and families across the United States in addition to the plaintiffs and trial attorneys at the heart of our practice.
Injury victims & their families
Decades of experience helping plaintiffs maximize their settlements and steward their funds for a lifetime.
Trial attorneys
A trusted partner to the plaintiffs’ bar — supporting attorneys and their clients through the financial side of resolution and beyond, including attorney fee deferral solutions available through our sister company.
Select individuals & families
A small group of investors and households who want a thoughtful, coordinated plan — and an advisor who treats their goals as the benchmark.
OUR APPROACH
A consultative partnership, not a transaction.
Good advice starts with understanding. We take time to learn what you’re working toward before ever making a recommendation.
01
Discover
We start with a conversation about your goals, family, timeline, and what financial success actually looks like for you.
02
Design
We build a coordinated plan that aligns your investments, retirement, tax strategy, and estate so every piece works together.
03
Steward
We meet with you regularly, adjust as life changes, and stay accountable to the goals we set together.
WHY WORK WITH US
Advice that earns its place at your table.
The principles that shape every recommendation we make.
i
Goal-based, not benchmark-based
Your portfolio is measured against your life — not an index. We start with what you want and design backward from there.
ii
Holistic coordination
Investments, retirement, taxes, and estate planning don’t sit in silos. We coordinate them so decisions reinforce one another.
iii
Long-term partnership
We’re built for relationships measured in decades, not quarters. You get an advisor who knows you and your story.
iv
Independent perspective
Our advice is grounded in your goals — not in product quotas or sales targets. You get a clear-eyed point of view.
v
Specialized depth, broad reach
The expertise our firm built serving plaintiffs and trial attorneys benefits every client we work with today.
vi
Plain-English communication
Markets and tax code are complicated. The way we explain your plan shouldn’t be. You’ll always know where you stand.
OUR FOUNDER
Jack Meligan
RSP · BCFE · MSCC · CMSP
Jack founded Settlement Capital Advisors after more than a decade of helping plaintiffs and trial attorneys navigate the financial complexity that follows major catastrophic injury cases. As one of the first Registered Settlement Planners in the country and a Board Certified Forensic Examiner in annuity testimony, he built the firm on a single conviction: that real advice begins with understanding the human being on the other side of the table.
That conviction still anchors everything we do. The team Jack built has grown into a full-service investment advisory firm serving injury victims, trial attorneys, as well as a select group of individuals and families — bringing the same depth of care and rigor to every client we work with.
The advisors
David Sullivan
WEALTH ADVISOR
David brings over 22 years of experience to the firm with a focus on strategic planning, wealth management, and client relationships.
Jose Adame
Wealth Advisor
Joined the financial services industry in 2020 and partners with clients to build practical, goal-based plans that grow with their lives.
Let's start with a conversation.
Whether you're sorting through a settlement, planning for retirement, or simply ready for advice that fits your life — we'd be glad to talk.
Get in touch
We'd love to hear from you.
Tell us a little about yourself and what you'd like to address. We'll follow up to schedule a time that works for you — there's no obligation.
- Email Team@settcap.com
- Phone 503-699-0018
- Address 1800 Blankenship Rd., Ste. 160, West Linn, OR 97068
© Settlement Capital Advisors, LLC. All rights reserved. Settlement Capital Advisors, LLC is registered as an investment adviser in the States of Oregon, Washington, and Colorado, and may serve clients in other states pursuant to the de minimis exemption. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Settlement Capital Advisors does not provide tax or legal advice. Information on this website regarding tax, estate, or legal matters is provided for general informational purposes only and is not a substitute for advice from a qualified tax professional or attorney; clients should consult their own tax and legal advisors regarding their specific circumstances. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results.