Honest, transparent, and only doing what's best for you.
Our Commitment to Your Success
At Northwest Quadrant Wealth, our guiding principle is to act consistent with what our clients would do if they knew everything about investing. Our ultimate goal is to help you achieve your financial objectives, and we strive to do so through a transparent, low-cost, and tax-efficient investment approach. Our team of experienced professionals is dedicated to providing personalized service and tailored investment solutions to meet your unique needs and goals.
Understanding Your Goals
We believe that every individual has a unique set of financial goals and aspirations. That's why we take the time to understand your motivations, risk tolerance, and investment horizon. We examine your income needs, special considerations, and true tolerance for risk to create a personalized investment strategy that aligns with your goals and aspirations.
Investment Philosophy
At Northwest Quadrant Wealth, we believe in the power of low-cost, passive investing. We own the right assets in the right proportions, based on the individual needs and goals of each client. Our portfolio management approach is centered around the principle of actively managing passive investments. We continuously monitor and evaluate each portfolio to ensure that it remains aligned with your initial objectives.
Risk-Adjusted Returns
We recognize that the most important aspect of our relationship with our clients is deciphering their risk tolerance. We seek to balance the aspirations of growth with the necessity of capital preservation in individually tailoring portfolios that align with the expectations of our clients. Our approach is centered on maximizing risk-adjusted returns, while taking into account the unique circumstances and goals of each client.
Tax Efficiency
We understand that tax efficiency is a critical component of our investment strategy. We maximize returns by minimizing taxes through a range of strategies, including annual tax-loss harvesting, avoidance of unnecessary capital gains distributions, and insightful "asset location" decisions.
Our Approach
At Northwest Quadrant Wealth, we believe in putting our clients first. We offer a fully integrated wealth management solution that includes investment management, financial planning, and retirement planning services. Our approach is centered around your best interests, and we strive to provide you with honest, transparent, and effective investment guidance.
Meet Our Team
Our team of experienced professionals is dedicated to helping you achieve your financial goals. Meet Tyler Simones, our partner, who brings decades of experience and expertise to his role. Tyler grew up in New Hampshire and has a deep understanding of the importance of building and managing wealth. He is an avid golfer, reader, and investment researcher, and lives in Bend, Oregon with his wife and two children.
Meet Josh Fenili, our partner, who offers a unique blend of financial and investing skill sets. Josh has a wide-ranging background, including experience in government-sector work, private-sector experience in sales and analytical research, and advanced education in finance and law.
Our Commitment to You
At Northwest Quadrant Wealth, we are committed to providing you with personalized service, tailored investment solutions, and transparent guidance. We are dedicated to helping you achieve your financial goals and build a brighter financial future.
Overall Experience
The authors of these reviews rave about their experience with Northwest Quadrant Wealth Management. Both Christine Limburg and Rena Snippen have been working with the company for several years and have been exceedingly satisfied with the services they have received.
Personalized Service
Both Christine and Rena highlight the personalized service they have received from the advisors at Northwest Quadrant. Christine mentions that she has recommended the company to many people and that they have all been happy with the services they received.
Trust and Expertise
Both reviewers praise the level of knowledge and expertise of the advisors at Northwest Quadrant. Rena mentions that the team is "truly passionate about their careers" and that they are always on top of market trends and conditions. Christine also highlights the advisors' expertise, stating that they have helped her husband with his 401k and her son with saving for his future.
Communication
Both reviewers praise the constant communication they receive from the advisors at Northwest Quadrant. Rena mentions that the attribute she likes best is the constant communication she receives regarding her accounts, while Christine mentions that the advisors check-in with her a few times a year to ensure she is on track.
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