A complete list of active advisors currently associated with NW Advisory
Warmer can help you find a great advisor at NW Advisory or one who fits your needs even better.
NW Advisory, LLC provides ongoing investment management and financial planning services to individuals and high net worth individuals, offering both discretionary and non‑discretionary portfolio supervision. The firm also offers estate planning education and coordination, using third‑party software to help clients organize information while encouraging engagement of legal counsel for document preparation. The firm follows long‑term investment strategies designed to align portfolios with client goals, risk tolerance, and time horizon, with accounts reviewed on an ongoing basis and periodically rebalanced as appropriate. NW Advisory recommends that client assets be maintained with independent qualified custodians and does not itself maintain custody of client assets. Distinctive elements in the brochure include insurance activities: the firm’s principal is licensed as an insurance agent and the firm may sell insurance products separately, with commissions disclosed as a potential conflict of interest. The combination of direct insurance sales and formal estate planning education/coordination, along with coordination with outside attorneys and referrals from other professionals, differentiates its service mix from many peers.
To learn more about the advisors currently working at NW Advisory, 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.
Name |
Location |
Years of experience |
|---|---|---|
Eugene, OR
| 47
| |
Wilsonville, OR
| 21
|
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