Northwest Quadrant Wealth Management

Specialties

Professional Integrity: Openness and honesty is the bedrock of any relationship, this is the case with our business. Our commitment to our clients is to strive to maintain high ethical standards that are reflected in all our employees.

Satisfied Clients: Our clients come first. We start the day with you in mind and end the day making sure we took care of your financial needs. The entire staff will ensure that you receive a prompt and courteous response to every inquiry. We also will make sure you receive open and straight forward advice in regards to your financial situations.

Technology Friendly: At NWQ Wealth Management we maintain a focused approach to the use of technology in our industry and ensure that our clients benefit from that technology.

History

Established in 1964.

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, We have online, phone and walk in support and management. Our roots go back to 1964 and continue to be based on the solid ground of absolute honesty and a thorough understanding of client values, financial goals and risk tolerance. We 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. Asset allocation does not ensure a profit or protect against a loss.

Meet the Business Owner

Troy R.

Business Owner

Troy grew up in Bend and earned his BS at Oregon State University (Economics and Forestry). He then spent nearly 20 years managing manufacturing facilities along with a stint as a lobbyist in Washington, D.C.

Troy’s varied experiences gives him a unique insight that clients, particularly entrepreneurs and employers, find of real value. He acts as 401(k) advisor for several large firms holding investment and financial education meetings for their employees on a regular basis.

Securities offered through LPL Financial, Member FINRA/​SIPC. Investment advice offered through Northwest Quadrant Wealth Management, a registered investment advisor and separate entity from LPL Financial. www​.FINRA​.org, www​.SIPC​.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am/​we are registered to do business, please visit www​.north​west​quad​rantwealth​.com.