We believe our firm is different. Human beings are our focus. Success in investing allows clients to achieve very human goals such as purchasing a home, paying for a child’s or grandchild’s education, or enjoying a comfortable retirement. We are not aggressive asset gathers, but strive to uphold fiduciary values: candor, integrity, trust and fair-dealing.
What We Do
We believe success begins with a comprehensive, written financial and estate plan along with a lifetime investment plan. Your portfolio should be the servant of that plan which effectively eliminates, or at least moderates significantly, inappropriate emotional decisions in the face of short-term volatility.
Who We Are
Northwest Quadrant Wealth Management is a full service, independent financial planning and investment advisory firm headquartered in beautiful Bend Oregon. With offices in Bend, Portland, Eugene, and John Day to serve our growing clients in the Northwest. The firm’s roots go back to 1964 and continue to be based on the solid values of absolute honesty, and a thorough understanding of each client’s values, financial goals and risk tolerance. Our services include personal consultation, preparation of written financial plan as well as ongoing asset allocation and portfolio management. Most services are offered on a fee basis as an alternative to traditional commission-based compensation.
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.