Northwest Asset Management
Learn About Us
Client Focus.
At Northwest Asset Management, we put our clients' interest first. We've developed a reputation for our attention to detail and client-centric investment process. By assessing long term goals and risk tolerance, our advisors provide a personalized experience to each client. The breadth of our back office allows our advisors to focus on client relationships and new opportunities.
Open Architecture.
Our open-architecture platform gives advisors increased flexibility in recommending strategies best suited for each client’s financial needs. Additionally, our advisors have access to some of the industry's largest custodians and their products. We firmly believe that acting as a fiduciary in an open-architecture platform is our best way to provide unmatched value while also acting in clients' best interest.
NWAM, LLC dba Northwest Asset Management provides a wide range of investment advisory, planning and consulting services tailored to our clients’ needs.
We provide a customized approach to investment management. Our process includes defining goals, assessing risk, developing a strategy, implementing the strategy and monitoring progress. We understand that every client has unique goals and risk tolerance and we design an investment strategy for those unique circumstances.
Whether you are saving for a particular goal, or planning for future college expenses, trying to determine if you need more insurance, or trying to figure out how to make the most of charitable contributions, you need to review your complete financial situation first. We will help you understand where you are and will develop a strategy that will help you meet your objectives.
We understand the challenges employers face in providing retirement plan benefits (401K, Profit Sharing, SIMPLE, SEP, etc.) for employees. Our goal is to simplify our clients' lives through a responsive, integrated approach and deliver to you the level of service and expertise that you need, no matter the size or complexity.
We provide a wide array of customized consulting services, which may vary greatly in depth and scope, and may be offered in a variety of different situations or circumstances that relate to your financial picture.
NWAM, LLC also operates under the dba of RIA Innovations helping investment advisors establish and operate their own independent practice.
"Northwest Asset Management is a comprehensive private wealth management firm. We provide our advisors with support and infrastructure to meet their clients’ needs."
