Investments

Advisor and client sitting at a table

Absolute returns - not relative returns - matter most. At Northwest, we care about your bottom line.

Our Philosophy

We are professional LPL financial advisors who help you invest your money. We offer comprehensive, strategic financial guidance and insight to help you pursue more with your money.      

Each investor has unique needs. We offer access to a broad range of investment products and services. We’ll use our many years’ experience to customize an investment plan just for you, focused on lower portfolio risk, increased long-term performance and smoother returns.

Because the market and your personal situation often change, we’re always available to review your portfolio for free.

Mutual Funds

At Northwest Advisors, we have access to thousands of professionally managed funds. Every mutual fund has a professional money manager who invests in stocks, bonds or money-market vehicles in an effort to grow the value of the fund and/or produce income for its investors. Let us help you understand your options.

Managed Money Solutions

We offer multiple advisory platforms, each with different features and benefits, providing a wide array of advisory options. You will have access to outside managers, strategists and personalized advisors.

Insurance

We can recommend strategies to help protect assets you have grown.

Annuities

Whether you’re looking for an investment vehicle that provides a stable income stream or market participation within your risk protection, we offer access to a diverse set of annuity options that can align with your needs.

 

 

Investing in mutual funds involves risk, including possible loss of principal. Annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

 


Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, KS, MA, MD, ME, MN, MO, MS, NC, NH, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, and WV.