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Dedicated & Transparent

We are dedicated to helping affluent families simplify and organize their wealth by preparing custom solutions for each family.

Ultra Advisory Group

What do we do?

At Ultra Advisory Group, family wealth management is at the core of our practice, focusing on professionals and families in the biotechnology, pharmaceutical, and technology industries.


Ultra Advisory Group is dedicated to helping affluent families simplify and organize their wealth by preparing custom solutions for each family.   We want to help our clients plan ahead for their families – their spouses, their children, and future generations.   Our areas of focus include: Family Wealth Planning, Executive compensation analysis and strategies, Estate and Tax Planning Strategies, Risk analysis and portfolio construction, College Planning, Philanthropy and Gifting Strategies.


Ultra Advisory Group provides investment advisory services through NWAM, LLC dba Northwest Asset Management.  Bryan Gould is an investment advisor representative of Northwest Asset Management.


Northwest Asset Management and its associates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

White Walls

Who are we?

Contact Info

      8am - 4pm PT

      (206) 838-3680

      info@nwasset.com

      2835 82nd Ave SE, Suite 100 

         Mercer Island, WA 98040

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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.

The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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