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+
Locations Nationwide
2008
20+
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
Paul Orlino
ADVISOR TEAMS
FIRM STAFF
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
(Headquarters)
2835 82nd Ave SE, Suite 300
Mercer Island, WA 98040
Main: 206.838.3680
Toll Free: 888.811.9095
Fax: 206.838.3681
Northwest Asset Management
(Gig Harbor Mailing Address)
PO Box 2089
Gig Harbor, WA 98335
Main: 253.358.7920
Toll Free: 855.259.1223
Fax: 855.824.7464
Northwest Asset Management
131-A Stony Circle, Suite 500
Santa Rosa, CA 95401
Main: 707.921.1041
Toll Free: 888.972.0813
Fax: 866.613.5122
127 Bridge Avenue East, Suite 220
Delano, MN 55328
Main: 763.515.0206
4015 South McClintock Dr. Suite 105
Tempe, AZ 85282
Main: 480.897.7708
Northwest Asset Management
(Acorn & Oak Wealth Group)
Raleigh, NC
Main: 919.578.2609
Northwest Asset Management
(The Aldridge Group)
700 Louisiana St., 48th Floor
Houston, TX 77002
Main: 713.673.8393
Northwest Asset Management
(Surfside Capital Group)
2124 Main Street, #195
Huntington Beach, CA 92648
Main: 714.340.5720
Fax: 714.536.3210
Northwest Asset Management
(Clearwater Wealth Management)
7090 Atascadero Avenue
Atascadero, CA 93422
Main: 805.409.7672
Northwest Asset Management
(Radial Wealth)
San Diego, CA
Main: 714.815.7197
Northwest Asset Management
(Shared Vision Wealth Group)
San Diego, CA
Main: 760.349.1750
Northwest Asset Management
(Landry Financial Group)
29034 216th Ave SE, Suite A
Black Diamond, WA 98010
Main: 206.412.9077
Northwest Asset Management
(Ultra Advisory Group)
19800 MacArthur Boulevard, Suite 300
Irvine, CA 92612
Main: 949.257.2989
Northwest Asset Management
(Dynamic Capital Group)
246 W. Hancock Avenue
Athens, GA 30601
Main: 833.830.4070