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 www.cpahsa.com.
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...
Read MoreRetirement Plan
Services
From individual retirement accounts to comprehensive ERISA 3(38) fiduciary company retirement plans, we pride ourselves in our service model...
Read MoreAsset Protection
Planning
Keeping what you’ve worked so hard for is a crucial element to every financial goal...
Read MoreHow We Work – The Six Steps to Success
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Schedule a consultationResources
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
520 Kirkland Way, Suite 300
Kirkland, WA 98033 Toll-Free: 800.785.9340
Fax: 425.827.4683
Email: lhardwick@seidmancg.com