COMPREHENSIVE PRIVATE WEALTH MANAGEMENT FOR YOUR FUTURE

Name: Northwest Asset Management
Address: 2835 82nd Avenue Southeast, Mercer Island, WA, 98040-3055, US
Telephone: (206) 838-3680

We provide our advisors with support and infrastructure to meet their clients’ needs.

About

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

SERVICES

$3.2B

AUM

20+

AVG. YEARS OF ADVISOR EXPERIENCE

Services

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, monitoring progress. We provide ongoing reporting that can be accessed via the internet or provided through monthly statements. 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 and time-tested strategic asset allocation approach or new and 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 strategies for financial success. We review your current situation, explore alternatives, analyze social security choices, and determine how best to structure your assets to help meet your goals.

We understand the challenges employers face in providing retirement plan benefits (401K, Profit Sharing, SIMPLE, SEP, etc.) for employees. 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.

CONSULTING

We provide a wide array of consulting services to individuals, businesses, or other advisors on interests in third party portfolios, private equity, venture capital arrangements, hedge funds, leveraged buyout funds, or any number of other services.

RIA INNOVATIONS

Our RIA Innovations division provides services to registered investment advisors and other affiliated businesses, including:

Back Office
Front Office
Asset Management
Compliance
Technology
Succession Planning
Marketing & Branding

For more information, please visit www.riainnovations.com.

Our People

TEAM

Select a box to learn more.

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:

Download the Employment Application.
Fully fill out the application and attach your resume with it.
Upload the completed application and your resume via the link here.
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.

Careers

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