A complete list of active advisors currently associated with NorthWest Financial Services Inc

Warmer can help you find a great advisor at NorthWest Financial Services Inc or one who fits your needs even better.

NorthWest Financial Services is a team-based registered investment adviser that serves mainly individual and high-net-worth clients, and also provides services to trusts and estates. The firm offers comprehensive financial planning, discretionary portfolio management (primarily using mutual funds), and ancillary services such as tax preparation and insurance needs analysis. Portfolios are constructed with a two-tiered approach that preserves liquidity for near-term needs in conservative instruments while allocating remaining assets to a longer-term, actively managed, value-oriented sleeve; the firm emphasizes fundamental and cyclical analysis and generally maintains a low turnover, long-term posture. All client assets are managed on a discretionary basis, and the firm implements manager selection and mutual fund allocations to pursue its stated objectives and risk tolerances. Noteworthy attributes include a multi-advisor team overseeing several hundred client relationships and a mid-hundreds-million-dollar discretionary asset base, with multiple professionals holding credentials such as CFP®, CFA, and CPA. The firm discloses a small business line of tax preparation and the presence of insurance-licensed advisors as ancillary services, recent internal ownership and staffing changes that broadened its advisor mix, and a primary custodian arrangement that provides substantial operational and research support—an arrangement the firm identifies as a potential conflict of interest subject to oversight.

To learn more about the advisors currently working at NorthWest Financial Services Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.