We put your interests ahead of our own.™
As a comprehensive wealth management advisor, Fiduciary Services Group provides: fiduciary consulting; investment management and consulting; strategic and active asset allocation strategies; dynamic allocation programs; risk management; personal financial planning; retirement and college planning; social security maximization, and employer-sponsored retirement plan consulting. We work with individuals and families; small and large businesses; and non-profit organizations to develop the appropriate financial strategies to meet stated goals.
Wealth Management Associate
Olivia has been in the financial industry since 2012 and joined Northwest Asset Management in 2016. Currently, as the Wealth Management Associate, she assists advisors in helping clients meet their financial needs and goals.
She holds a Bachelor’s of Science in International Business and is fluent in French. She resides in Ballard, WA and outside of work she enjoys competing in triathlons, drinking red wine with her husband and volunteering.
Client Services & Marketing Associate
Dessy joined the firm in mid-2015. She takes care of creating websites and marketing materials for on-boarding advisers. Working directly with advisers to make sure client accounts are taken care of and working closely with advisers to create detailed financial plans to best fit the needs of a client is another part of her responsibility.
She has a Masters in Business Administration, a paralegal certification, and has taken the Series 65 Uniform Examination. Her hobbies outside of work include reading, spending time with friends & family, and playing volleyball.
Every client has unique needs. We coordinate our knowledge and expertise to create exceptional wealth management solutions based on each client’s goals and objectives. We build customized globally diversified portfolios using mutual funds, exchange-traded funds, and third-party money managers.
How we add value
Our investment management process utilizes a traditional and time-tested Strategic Asset Allocation approach that may be combined with new and innovative Active Asset Allocation strategies. We believe that having access to both of these approaches well equips our clients to invest in many different market environments.
We understand that every client has unique goals and risk tolerance and we design an investment strategy for those unique circumstances. Our process includes defining goals, assessing risk, developing a strategy, implementing the strategy, and monitoring progress.
We are experts in fiduciary practices. Our experience and knowledge allow us to help clients fulfill their duties and reduce their liability as investment fiduciaries. The prudent practices outlined by the Foundation for Fiduciary Studies are the cornerstone of our process. The Fiduciary Practices are substantiated by U.S. legislation, case law and regulatory opinion letters from the Employee Retirement Security Act (ERISA), Uniform Prudent Investor Act (UPIA), Uniform Prudent Management of Institutional Funds Act (UPMIFA), and Uniform Management of Public Employee Retirement System Act (MPERS).