A complete list of active advisors currently associated with Northwest Quadrant Wealth Management

Warmer can help you find a great advisor at Northwest Quadrant Wealth Management or one who fits your needs even better.

Northwest Quadrant Wealth Management provides comprehensive portfolio management to individual and high‑net‑worth clients and offers standalone estate‑planning services facilitated through a third‑party technology provider. The firm also distributes monthly and quarterly e‑newsletters at no charge and makes wrap fee programs available on a limited, firm‑approved basis in addition to managing discretionary accounts. The adviser gathers client information through at least one meeting to develop individualized investment plans and conducts account reviews at least quarterly, with periodic rebalancing as appropriate. Portfolios are managed using ETFs, mutual funds, individual stocks and bonds, a long‑term fundamental analysis orientation, and conservative cash management in money‑market instruments and short‑term debt when appropriate. The firm’s brochure highlights an unusually large client and asset load relative to its advisory headcount: roughly $575 million in discretionary AUM and about 1,004 clients served by two advisors, producing high AUM and client counts per advisor. The filing also discloses that certain supervised persons are registered representatives of LPL and may sell commissionable securities, and that the firm receives custodial and practice‑support services from LPL and Schwab while offering estate planning through the Wealth, Inc. platform.

To learn more about the advisors currently working at Northwest Quadrant Wealth Management, 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.