Northwest Quadrant Wealth Management is a full service, independent financial planning and investment advisory firm headquartered in Bend, Oregon. With offices in Portland, Bend and John Day, NWQ 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.
Free Retirement Review
Concerned about your retirement? Click here to sign up for a free portfolio review with Troy or Tyler.
Sign Up for Our Newsletters
Would you like to get our Monthly or Quarterly Newsletters? If so please click on the link below and let us know!
Our Weekly Financial Focus Radio Show
We are now broadcasting in Central Oregon on KBND, John Day on KJDY and in Portland Metro Area on KXL 101 FM from 8am-9am. Check the site for the times for each of the stations.
Visit the FinancialFocus Radio Show!
