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
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.
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 More
From individual retirement accounts to comprehensive ERISA 3(38) fiduciary company retirement plans, we pride ourselves in our service model...Read More
Keeping what you’ve worked so hard for is a crucial element to every financial goal...Read More
How We Work – The Six Steps to Success
Our initial meeting is key as we meet with you to better understand your current financial picture and lifelong goals. It gives you an opportunity to learn the process and build a long-standing relationship with your advisor and the firm.
Based on information collected thru the discovery process, we identify solutions to achieve your goals and objectives. We will then develop a customized portfolio encompassing a wide range of diversified options.
Working closely with you, we introduce the most appropriate plan of action to accomplish your goals through an informative detailed discussion, always with your best interest in mind. Once the solution is agreed upon, we move to the implemention phase.
Here, we put our ideas into action. We initiate the plan and implement the recommended solutions. Depending on complexity, we may suggest executing in stages to ensure an efficient transition. The implemention phase is where our ideas become a reality.
On a continual basis, we monitor global market conditions as well as having discussions with the selected investment and insurance providers, to ensure the plan (investment & insurance) continues to meet your goal and objectives.
Our annual review will look at all components, including performance analysis, goal’s objective, risk tolerances, lifestyle and family changes – ensuring your financial trajectory is on track. Additionally, as life happens, we will recommend updates to your forecast to include those changes. These reviews are designed to be informative and provide clarity to clients securing a long-term successful outcome.
Ready to connect? Lets' set up a time to talk about your goals.Schedule a consultation
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520 Kirkland Way, Suite 300
Kirkland, WA 98033 Toll-Free: 800.785.9340