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Personalized Guidance

John Lee provides comprehensive, personalized portfolio management and financial planning to individuals and families.

Mosaic Wealth Group

What do we do?

Our goal is to build personalized portfolios and financial plans that meet the needs of each of our clients. Whatever stage of life you’re in, John Lee can guide you through the opportunities and challenges ahead. Our portfolios and financial plans are fully customizable, and we are with you each step of the way to review your situation and make adjustments that meet your ever-changing needs and goals.

White Walls

Who are we?

Contact Info

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      8am - 4pm PT

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      (206) 838-3680

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      info@nwasset.com

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      2835 82nd Ave SE, Suite 100 

         Mercer Island, WA 98040

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NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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