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Adam V
Verified by Warmer
Series 65, Series 66
Bellingham, WA
NW Straits Financial Services
Adam Van Ness is a financial advisor at NW Straits Financial Services with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has managed his current firm since 2021. Outside of advisory work, he teaches community-based continuing education classes on personal finance topics and serves as a board member for the local nonprofit healthcare provider Unity Care Northwest. NW Straits Financial Services provides discretionary investment management and project-based financial consulting primarily for individual and high-net-worth clients. The firm emphasizes passive, index-based portfolios tailored to client-specific asset allocations and uses a defined risk management approach aligned with clients’ time horizons.
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