Comprehensive, diversified, focused, intentional...

It’s all in the details.

Our Practice

Frequent and timely in-depth reviews...

We’re here when you need us.

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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.

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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 www.cpahsa.com.

 

Why Partner With Us

 
 

Wealth Management & Investment PlanningWealth Planning is a holistic client-centered process focused on developing a roadmap to help clients build, protect, and transition their wealth by looking at all areas of their financial life including investments, insurance, and legacy planning. Investment Planning helps you plan your short and long-term investment needs through a structured process guiding clients toward prudent investment decisions.

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Retirement Plan ServicesFrom individual retirement accounts to comprehensive ERISA 3(38) fiduciary company retirement plans, we pride ourselves in our service model, quality of investment options, and dedication to providing the best value..

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Asset Protection PlanningKeeping what you’ve worked so hard for is a crucial element to every financial goal. Protecting your assets requires experience and creativity. We’ve got both.

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How We Work

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Resources

Articles

Educate yourself on a variety of financial topics.

Calculators

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions.

Videos

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

 

Newsletters

Timely newsletters to help you stay current.

Glossary

Financial terms from A to Z.

 

Contact Us

 
 
 

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Kirkland Office:
520 Kirkland Way, Suite 300
Kirkland, WA 98033
Toll-Free: 800.785.9340
Fax: 425.827.4683
Email: lhardwick@seidmancg.com