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COMPREHENSIVE PRIVATE WEALTH MANAGEMENT FOR YOUR FUTURE
We are client-focused, helping you navigate different life stages.
ABOUT
We are client focused and help with different stages of life.
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.
NWAM, LLC In Numbers
2008
YEAR FOUNDED
$3.2B
AUM
5
SERVICES
20+
AVG. YEARS OF ADVISOR EXPERIENCE
SERVICES
Services are provided to clients and advisors all over the nation.
INVESTMENT MANAGEMENT
We provide a customized approach to investment management. Our process includes defining goals, assessing risk, developing a strategy, implementing the strategy, and monitoring progress. We provide ongoing reporting that can be accessed online. We understand that every client has unique goals and risk tolerance and we design an investment strategy for those unique circumstances. These may include a traditional strategic asset allocation approach or innovative active asset allocation strategies or a mix of other strategies.
RETIREMENT PLANNING
Comprehensive retirement planning involves a complete financial review and the development of short‐term and long‐term investment strategies. We review your current situation, explore alternatives, analyze social security choices, and determine how best to structure your assets to help meet your goals. Our goal is to simplify our clients' lives through a responsive, integrated approach and deliver to you the level of service and expertise that you need, no matter the size or complexity.
FINANCIAL PLANNING
Whether you are saving for a particular goal, or planning for future college expenses, trying to determine if you need more insurance, or trying to figure out how to make the most of charitable contributions, you need to review your complete financial situation first. We will help you understand where you are and will develop a strategy that will help you meet your objectives.
FINANCIAL
CONSULTING
We provide a wide array of financial consulting services to individuals, businesses, or other financial professionals (accountants, attorneys, etc.). Services may include: budgeting and cash flow analysis, divorce settlement planning, executive compensation planning, education funding and other consulting services.
RIA INNOVATIONS
Our RIA Innovations division provides services to registered investment advisors and other affiliated businesses, including:
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Back Office
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Front Office
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Asset Management
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Compliance
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Technology
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Succession Planning
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Marketing & Branding
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Human Resources
For more information, please visit www.riainnovations.com.
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CAREERS
Work with us. We welcome you to apply for any position that interests you.
Learn more about our DEI initiatives here.
To apply, please complete the following:
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Download the Employment Application.
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Fully fill out the application and attach your resume with it.
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Upload the completed application and your resume via the link here.
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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.
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Open positions will show below.
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.
Get in touch.
Hours
Mon - Fri
8 am - 4 pm PT
Address
2835 82nd Ave SE, Suite 100
Mercer Island, WA 98040
Phone
(206) 838-3680