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.


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.




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:


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 web sites. 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 web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.



Branch Locations

Mercer Island Branch (Main)

2835 82nd Ave SE, Suite 300 
Mercer Island, WA 98040
Main: 206.838.3680

Toll Free888.811.9095
Fax: 206.838.3681


Gig Harbor Branch

5727 Baker Way NW, Suite 201
Gig Harbor, WA 98332
Main: 253.358.7920

Toll Free855.259.1223
Fax: 855.824.7464


Santa Rosa Branch

131-A Stony Circle, Suite 500
Santa Rosa, CA 95401
Main: 707.921.1041

Toll Free888.972.0813
Fax: 866.613.5122


San Diego Branch #1

San Diego, CA
Main: 714.815.7197



San Diego Branch #2

San Diego, CA
Main: 760.349.1750

Houston Branch

700 Louisiana St., 48th Floor
Houston, TX 77002
Main: 713.673.8393



Delano Branch

127 Bridge Avenue East, Suite 220

Delano, MN 55328
Main: 763.515.0206


Tempe Branch

4015 South McClintock Dr. Suite 105
Tempe, AZ 85282

Main: 480.897.7708



Coppell Branch

537 Houston Street
Coppell, TX 75019

Main: 972.596.7890

Huntington Beach Branch

2124 Main Street, #195

Huntington Beach, CA 92648

Main: 714.340.5720
Fax: 714.536.3210


Atascadero Branch

7090 Atascadero Avenue
Atascadero, CA 93422
Main: 805.409.7672

Bellevue Branch

10400 NE 4th St., #500

Bellevue, WA 98004
Main: 206.641.9019


Black Diamond Branch

29034 216th Ave SE, Suite A

Black Diamond, WA 98010

Main: 206.412.9077

Irvine Branch

19800 MacArthur Boulevard, Suite 300

Irvine, CA 92612

Main: 949.257.2989


NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.