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Julie Johnson McVeigh

Senior Financial Advisor

Julie Johnson McVeigh holds the CFA designation and has worked directly with individuals, families and organizations to build portfolios aligned with their values and their goals. She has over 25 years working with clients in the financial industry. She brings a holistic approach to her work to support clients. She was a founder and a managing director of Fresh Pond Capital, previously. Julie believes we create social change when we engage with our personal finances with a collective lens for justice and compassion for ourselves.

Julie Johnson McVeigh

Contact Info

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      8am - 4pm PT

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      (206) 838-3680

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      info@nwasset.com

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      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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