Northwest Quadrant Wealth Management is a full service, independent financial planning and investment advisory firm headquartered in Bend, Oregon. With offices in Portland, Eugene, Bend and John Day, Northwest Quadrant Wealth Management has online, phone and walk-in support and management. The firm’s roots go back to 1964 and continue to be based on the solid ground of absolute honesty and a thorough understanding of each client’s values, financial goals and risk tolerance. Our services start with a personal consultation and continue through the preparation of a written financial plan as well as ongoing asset allocation and portfolio management. We believe that dealing with a conscientious, caring and qualified professional, is the key to successful investing and wealth preservation. We view ourselves as part of a team that may include your attorney and accountant, all working toward helping you accomplish your great goals of life through the proper deployment of resources.
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