Investments

Clients receive investment management through customized asset allocation tailored to the specific needs of each investor using individual security holdings. Your portfolio is created to prudently grow wealth, balance risk versus return, minimize expense and maximize tax efficiency.

Trusts

As your investment advisor, we can manage your trust assets and serve as the point of contact for your family for complete trust administrative services. We focus on the investment management and one of our respected partners handles the fiduciary administrative tasks.

Planning

A financial plan from your Northwest team will not only provide peace of mind for your financial future, but help you decide when to retire, how to generate income in retirement, and how to use your investments tax efficiently.

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.”

Ann

This testimonial was given by a client. The client was not compensated for their testimonial.

“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.”

Ken

This testimonial was given by a client. The client was not compensated for their testimonial.

“Continue to be pleased with your philosophy & approach in stewardship of our finances.”

Louise

This testimonial was given by a client. The client was not compensated for their testimonial.

Northwest Investment Counselors

Contact Us

1 (800) 685-7884

5885 Meadows Road, Suite 860 Lake Oswego, OR 97035

Michelle Castano Garcia

(503) 906-9631 | mgarcia@nwic.net

Christel Parkinson Turkiewicz

(503) 906-9629 | cturkiewicz@nwic.net