Omaha, NE Office

Northwest Wealth Management, LLC serves a broad client base including individual investors, high‑net‑worth clients, retirement plans, trusts, and other entities, offering financial planning, discretionary portfolio management, and retirement‑plan advisory services. The firm manages approximately $1.03 billion on a discretionary basis and also advises self‑directed retirement account assets.

The firm generally favors a long‑term buy‑and‑hold orientation while conducting regular monitoring and opportunistic rebalancing, and Representatives typically exercise discretionary trading authority for client accounts. NWM regularly engages independent third‑party managers (including FPAS, BSP, Dimensional, and AQR), implements long/short strategies through those managers when appropriate, and uses a third‑party platform to manage held‑away retirement and HSA assets for tax‑efficient asset location.

NWM is affiliated with NorthwestBank through common ownership by NorthwestFinancialCorp, and its Representatives are licensed to sell insurance and receive customary commissions, creating potential conflicts of interest when recommending bank deposit or insurance products. The firm’s contractual relationship with FPAS and its custody arrangements with major custodians also produce non‑transactional benefits and back‑office support that may influence custody and platform recommendations.