Northwest Asset Management

Our Vision & Values

Northwest Asset Management believes in empowering clients to achieve financial clarity and security. We are committed to providing personalized, comprehensive financial planning and investment management services while fostering open communication, transparency, and trust.

Who We Are

Founded in 2008, Northwest Asset Management is a registered investment advisor with over $3.2 billion in assets under management. Our team of experienced professionals brings an average of 20+ years of expertise to the table, offering personalized guidance and solutions tailored to each client's unique needs and goals.

1. Investment Management

• Customized portfolio development and implementation
• Ongoing monitoring and reporting
• Flexible strategies to match individual risk tolerance and goals

2. Retirement Planning

• Comprehensive review of current situation and future needs
• Development of short-term and long-term investment strategies
• Exploration of social security options and asset allocation

3. Financial Planning

• Goal-setting and financial analysis
• Budget and cash flow management
• Insurance review and planning
• Estate planning and philanthropy recommendations

4. Financial Consulting

• Wide range of expertise for individuals, businesses, and other professionals
• Services include budgeting, cash flow analysis, divorce settlement planning, executive compensation planning, and more

5. RIA Innovations

• Specialized solutions for registered investment advisors and affiliated businesses
• Services encompass back-office functions, front-office support, asset management, compliance technology, succession planning, marketing and branding, and human resources management

Our Commitment

At Northwest Asset Management, we prioritize:

• Client-Centered Approach: We prioritize your needs and goals, working collaboratively to achieve successful outcomes.
• Integrity and Transparency: We maintain open communication and disclose all fees and conflicts of interest.
• Exceptional Service: We deliver responsive and personalized attention to every client.
• Continuous Improvement: We are dedicated to staying abreast of industry trends and evolving client needs.