Wealth Advisors NW

Geoffrey Dougall is a PFS™ credentialed financial advisor with 14 years of industry experience. He has been with Wealth Advisors NW since 2016 and is also a partner in the CPA firm Dougall Conradie LLC, where he spends the majority of his time. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and pension plans. The firm employs a blend of fundamental analysis and modern portfolio theory, offering customized portfolios and specialized services such as real estate analysis and 1031 exchange consulting.

Toby Wolfe is a Series 65 licensed advisor at Wealth Advisors NW with three years of industry experience. He has been with Wealth Advisors Northwest LLC since 2021 and has managed an online garden center business since 2007. Outside of his financial advisory role, he also works as a hockey referee. Wealth Advisors NW provides investment advisory and planning services to individuals, corporate entities, and retirement plans, offering portfolio management, financial planning, pension consulting, real-estate investment analysis, and 1031 Exchange consulting. The firm customizes advice based on client objectives and risk tolerance and is notable for its multiple offices, affiliation with a certified public accounting firm, and specialized educational seminars and real-estate analysis tools.

Drake Dunlap is a financial advisor at Wealth Advisors NW in Portland, OR, holding a Series 65 designation and with approximately one year of experience in advisory roles. His prior work includes private math tutoring and roles outside the financial industry such as positions at Rose City Golf and Mathnasium. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and retirement plans, employing a mix of fundamental analysis and modern portfolio theory tailored to client objectives. The firm offers a range of services including pension consulting, real estate analysis, and estate-planning support, with a notable expanded physical presence and affiliation with an accounting firm.

Carrie Jorgensen is a financial advisor at Wealth Advisors NW in Portland, OR, with three years of industry experience. She holds a Series 65 credential and has worked at Wealth Advisors Northwest LLC, PACE Financial Advisors, Inc., and Arkos Global Advisors, LLC. From 2016 to 2022, she was involved with Athey Creek Christian Fellowship. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and pension and profit-sharing plans. The firm customizes portfolios using a combination of fundamental analysis and modern portfolio theory, offers a range of consulting services including real estate and estate planning, and supports retirement plan clients with plan-level services and education.

Dirk Conradie is a financial advisor with Wealth Advisors NW in Portland, OR, holding the PFS™ designation and a Series 65 license, with 14 years of industry experience. He has worked at Wealth Advisors Northwest LLC since 2016 and operates a CPA practice, Dougall Conradie LLC, where he spends the majority of his time. He is also involved in family investment management through TFA Solutions Inc. Wealth Advisors NW serves individuals, corporate entities, and retirement plans, offering portfolio management, financial planning, pension consulting, and specialized services such as real estate analysis and 1031 exchange consulting. The firm combines fundamental analysis and modern portfolio theory in its investment approach and provides participant education and plan-level services for retirement-plan clients.

Pieter Conradie is a financial advisor at Wealth Advisors NW in Portland, OR, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC and Cetera Investment Services LLC. Wealth Advisors NW offers investment advisory and planning services to individuals, corporate entities, and retirement plans, providing customized portfolio management, written financial planning, and specialized consulting such as pension and 1031 Exchange services. The firm operates multiple offices and collaborates with a certified public accounting firm, offering educational seminars and proprietary real-estate analysis tools.

Tyler Johnson is a financial advisor at Wealth Advisors NW with 11 years of industry experience. He holds a Series 65 designation and has been with Wealth Advisors NW since 2016. Outside of his advisory role, he works as a sports official, primarily officiating high school athletic contests in the Portland area. Wealth Advisors NW provides investment advisory and financial planning services to individuals, corporate entities, and retirement plans. The firm uses a combination of fundamental analysis and modern portfolio theory to tailor portfolios to client objectives and also offers specialized services such as pension consulting, real estate analysis, and estate-planning assistance.