We provide retirement, investment, and income solutions previously only available to the ultra-affluent.
The financial world is complex and you deserve an expert guide. We create plans that assist you in building and utilizing wealth in order to arrive at the retirement for which you have so carefully prepared.
We are registered fiduciaries, bound to the highest level of ethical and financial standards. We are committed to making the choices that directly benefit our clients and we remain independent while retaining access to a wealth of financial products.
At SPG, we utilize outsourced professional advisors, all with distinct areas of expertise. This allows us to remain diligent in our pursuit to bring you the very best advice possible.
SPG has partnered with industry leading money managers to provide strategies and portfolio models that were previously only available to the ultra-affluent. Your typical broker or financial advisor may manage 500+ individual accounts, so when changes need to be made quickly, their attention typically goes to the client with the most money first. Our platform has eliminated this type of broken system to insure that the highest level of attention is given to all of our clients simultaneously.
We firmly recognize that our clients are the channel through which we derive our own livelihood. For this reason, our clients receive our highest level of attention, care, and gratitude. We will continue to strive in order to exceed the expectations of our clients and their families.
UPCOMING EDUCATIONAL WORKSHOPS
Join us for a FREE workshop at UW Bothell and/or Everett Community College
- Tuesday, January 28, 2020 from 6:30 pm – 8 pm
- Saturday, February 1, 2020 from 9:30 am – 11:00 am
Social Security & Taxes:
- Tuesday, February 4, 2020 from 6:30 pm – 9 pm
- Saturday, February 8, 2020 from 9:30 am – 12:00 pm
Ready to Retire:
- Saturday, February 15, 2020 from 9:00 am – 1:00 pm
- Saturday, February 22, 2020 from 9:00 am – 1:00 pm