A complete list of active advisors currently associated with NW Straits Financial Services
Warmer can help you find a great advisor at NW Straits Financial Services or one who fits your needs even better.
NW Straits Financial Services is a state-registered, independent fee-only investment adviser that provides discretionary financial planning and investment management alongside hourly, project-based personal financial consulting. The firm manages approximately $16.45 million in discretionary assets for 11 client households and serves both individual and high-net-worth clients, with a stated account minimum of $150,000. The firm describes a “Keep it Simple” ethos and follows a passive, asset-allocation approach using index mutual funds and ETFs, fixed target allocations, and periodic rebalancing rather than stock picking or market timing. Investment recommendations are driven by clients’ time horizons and a defined “risk runway,” with analysis that may include back-testing and an emphasis on low internal fund costs and tax efficiency. Distinctive aspects include a single-advisor practice with a small client roster and relatively high assets per client (roughly $1.5 million on average), and principal-level experience in institutional investment operations and portfolio management prior to founding the firm. The adviser also recommends a modern self-clearing digital custodian to leverage integrated reporting and model portfolio tools, and provides community-facing personal finance instruction and nonprofit board service outside normal trading hours.
To learn more about the advisors currently working at NW Straits Financial Services, 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 |
|---|---|---|
Bellingham, WA
| 15
|
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