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.

Investment Management

"Northwest Asset Management is a comprehensive private wealth management firm. We provide our advisors with support and infrastructure to meet their clients’ needs."

Retirement Planning

RIA Innovations

Team

Click on a name below for more information.

FIRM ADVISORS

Clearwater Wealth Management

David Margolius

Don Gartlan Jr.

Dynamic Investing Group

Fiduciary Services Group

Landry Financial Group

FIRM STAFF

TEAMS

Work With Us

Northwest Asset Management is a fast growing firm. New positions are opening all the time so be sure to keep checking this page for updates. Currently, the positions we have open are:

No current positions.

All applications should be uploaded using this link.

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Client Portals

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