Comprehensive, diversified, focused, intentional...

It’s all in the details.

Our Practice

Frequent and timely in-depth reviews...

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Wisdom, reputable, consultative, and approachable…

Let our experience work to your advantage.

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A message from SCG

Our Mission Statement

To provide our clients with financial clarity and peace of mind. Through our total Wealth Management solutions and our holistic tailored advice, we help clients achieve their long term financial goals.


Our Difference is Our People

Compassion. Commitment. Experience.

A look into our practice

We specialize in: Insurance, Investments, Customized Investment Planning,

"It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."

· Robert Kiyosaki

About Us


40 years in business

Locally owned and operated, centrally located in downtown Kirkland, WA.


Over 160 years of combined experience

Our advisors provide extensive guidance and support to individuals and corporations regarding personal investments and retirement plans. Helping clients navigate the troubled waters.


250+ M Assets Under Management

Advise individuals and corporations with individual accounts, retirement plans, college savings, trusts.


Industry Partnerships

Learn more about tax strategies through our affiliated CPA firm at


Why Partner With Us


Wealth Management & Investment Planning

Wealth Planning is a holistic client-centered process focused on developing a roadmap to help clients build, protect, and transition their wealth...

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Retirement Plan

From individual retirement accounts to comprehensive ERISA 3(38) fiduciary company retirement plans, we pride ourselves in our service model...

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Asset Protection

Keeping what you’ve worked so hard for is a crucial element to every financial goal...

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How We Work – The Six Steps to Success

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Kirkland Office:
520 Kirkland Way, Suite 300
Kirkland, WA 98033
Toll-Free: 800.785.9340
Fax: 425.827.4683
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