We believe success begins with a comprehensive 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.
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. 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.
Financial Focus likes to have guests on that are entertaining and bring good advice on specific topics to our audience. Listen to Troy and Tyler and guests, every weekend in Portland, Eugene, Bend and John Day on great radio stations.