We Look Forward To Working With You
Managing your wealth, whether new found or built over many years, is a challenging endeavor for most. As wealth managers, we shoulder that responsibility with a transparent and prudent approach to investing. As an independent fiduciary, we avoid fads and hype for a proven investment process, with smart, long-term solutions to growing and preserving your wealth. You will receive personal attention specific to your financial goals to ensure your investment needs are satisfied.
Our financial guidance can be summed up by three key attributes that make Northwest’s wealth management distinct and valuable. We put your needs first rather than products or quotas. Your team will have a wide breadth of experience, education, and credentials to develop a portfolio that fits you. We focus on the long-term so you can Live Well and Retire Better.
“Grateful for your work and scrutiny for security of our funds for security and opportunity.”
“I particularly liked your response to the question about what keeps you up at night. Your “not much” answer was perfect! It reinforced your continued emphasis over the years of keeping a long term focus on investments, and provided reassurance to your clients.”
“Continue to be pleased with your philosophy & approach in stewardship of our finances.”
Northwest Investment Counselors
1 (800) 685-7884
5885 Meadows Road, Suite 860 Lake Oswego, OR 97035
Michelle Castano Garcia
(503) 906-9631 | firstname.lastname@example.org
Christel Parkinson Turkiewicz
(503) 906-9629 | email@example.com