This page is a quick reference for current Stewardship Concepts clients and prospective clients. The Client Resources section below links to the portals you'll use as a client of the firm: Tamarac for performance reporting and statements, Charles Schwab for direct account access, Social Security's my Social Security portal, and the Washington Department of Retirement Systems for state pension accounts. The Compliance Documents section gives you the latest copies of our SEC disclosures, including Form ADV Part 2A & 2B, Form CRS (Client Relationship Summary), and our Privacy Policy. If you need a previous version of any disclosure, or have trouble accessing one of the client portals, please email Kate at Kate@scfinancials.com or call (509) 443-0845.
