SCS Bellevue

SCS Bellevue At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, independent guidance.

In the week's  , LPL Research analyzes stock valuations, finding them fair given growth, rates, inflation, and AI-driven...
06/03/2026

In the week's , LPL Research analyzes stock valuations, finding them fair given growth, rates, inflation, and AI-driven earnings outlook despite risks. Read More:https://s3.amazonaws.com/public.faulknermediagroup.com/LPL/LPLResearch/Weekly_Market_Commentary.pdf

Please join us in welcoming Jacob Montano to SCS as a Financial Advisor. Jacob brings a strong foundation in personal fi...
06/02/2026

Please join us in welcoming Jacob Montano to SCS as a Financial Advisor.

Jacob brings a strong foundation in personal financial planning and finance, along with a client-first approach to helping individuals and families make informed decisions about their financial futures.

We’re excited to have Jacob on the team and look forward to the value he’ll bring to our clients and the continued growth of SCS. Welcome, Jacob!



Selling your business is a major milestone, but what you keep matters just as much as the sale price. Taxes can signific...
05/28/2026

Selling your business is a major milestone, but what you keep matters just as much as the sale price. Taxes can significantly impact your final proceeds, and factors like deal structure and entity type play a big role in the outcome.

That’s why planning ahead is key. With the right strategy in place, you can walk away with more of what you’ve built and transition into your next chapter with confidence. Read the article below to learn more.

Maximize after-tax proceeds when selling your business through deal structuring, proactive tax and liquidity planning, and the right advisory team.

In this week's  , LPL Research explores opportunities in agriculture as supply risks and fertilizer constraints reshape ...
05/27/2026

In this week's , LPL Research explores opportunities in agriculture as supply risks and fertilizer constraints reshape commodity markets and support potential gains. Read More:https://s3.amazonaws.com/public.faulknermediagroup.com/LPL/LPLResearch/Weekly_Market_Commentary.pdf

Today and together, we proudly pay homage to those who have given up their lives to protect our freedom.In observance of...
05/25/2026

Today and together, we proudly pay homage to those who have given up their lives to protect our freedom.

In observance of the holiday, our office and the markets will be closed. Wishing you a safe and meaningful Memorial Day.

Even experienced investors can overlook certain risks or assumptions within their strategy. A financial advisor brings a...
05/21/2026

Even experienced investors can overlook certain risks or assumptions within their strategy. A financial advisor brings an independent perspective to help evaluate diversification, risk management, and alignment with overall goals as circumstances change.

If you are interested in a broader discussion about investment considerations, our team is ready to help you navigate these topics. https://www.northwestscs.com/the-scs-wealth-management-process

In this week's  , LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and st...
05/20/2026

In this week's , LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion. Read More:https://s3.amazonaws.com/public.faulknermediagroup.com/LPL/LPLResearch/Weekly_Market_Commentary.pdf

Employees are planning for longer lives. Are your benefits keeping up? Modern benefits are about more than retirement pl...
05/15/2026

Employees are planning for longer lives. Are your benefits keeping up? Modern benefits are about more than retirement plans. They are about helping employees navigate financial decisions across every stage of life.

Read the article below or reach out to our team to stay on top of your company’s benefits strategy.

With the number of Americans over 100 expected to rise sharply in the next 25 years, retirement could last 30 years or more—making the traditional model of retiring at 65 feel increasingly outdated. Here's what to know.

In this week's  , LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volati...
05/13/2026

In this week's , LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand. Read More:https://s3.amazonaws.com/public.faulknermediagroup.com/LPL/LPLResearch/Weekly_Market_Commentary.pdf

Life changes, but beneficiary elections are often forgotten. Proactive communication from plan sponsors can help employe...
05/07/2026

Life changes, but beneficiary elections are often forgotten. Proactive communication from plan sponsors can help employees align their benefits with their intentions and support their loved ones when it matters most.

If you’d like assistance with beneficiary reminder campaigns or broader participant education, our team is here to help with resources, insights, and hands‑on guidance. https://www.northwestscs.com/corporate-retirement-plans

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10900 NE 8th Street Suite 1550
Bellevue, WA
98004

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