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.
10+
2008
20+
Locations Nationwide
Year Founded
Advisors Average Years of Experience
Our Unique Approach
Northwest Asset Management provides 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. We may consult with you regarding topics that are not covered under our general financial planning services or may not rise to the level of financial planning in the extent of data‐gathering and breadth of recommendations. We may consult on an isolated area(s) of concern or review of an outside investment account.
"Northwest Asset Management is a comprehensive private wealth management firm. We provide our advisors with support and infrastructure to meet their clients’ needs."
Our People
Click on a name below for more information.
FIRM ADVISORS
ADVISOR TEAMS
Opus Wealth Group
FIRM STAFF
Rafael Villagran
SUPPORT TEAMS
Work With Us
Search our Careers tab for a list of open positions at our firm. We welcome you to apply for any position that interests you.
To apply, please complete the following:
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Download the Application under the Careers tab.
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Fill out the application in its entirety. You will be asked to provide current and accurate information pertaining to your work experience, education, and other information.
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Attach your resume to the application.
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Upload the Application and your resume using the link provided in the Careers tab. This link is secure and confidential.
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The hiring manager will review your Application and resume. Should your background match our hiring needs, the hiring manager will reach out to you for an initial phone screening.
Northwest Asset Management provides equal employment opportunity to all qualified persons and does not unlawfully discriminate against any person on the basis of race, color, creed, religion, sex, national origin, age, disability, martial or veteran status, sexual orientation, or any other legally protected status.
All applications should be uploaded using this link.
Client Portals
Click on a link below to be redirected. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. These materials have been independently produced by NWAM, LLC. NWAM, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. NWAM, LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Branch Locations
Northwest Asset Management
2835 82nd Ave SE, Suite 300
Mercer Island, WA 98040
Main: 206.838.3680
Toll Free: 888.811.9095
Fax: 206.838.3681