Planning, discussing and learning every day

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.

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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.

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.

Professionals working to achieve your goals

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.

Join thousands enjoying the Financial Focus Radio Show

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.

Click here to view our radio show website.

At Northwest Quadrant Wealth Management preserving your dreams through wealth management

Legal Notice

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.

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NH, NM, NV, NY, NC, OR, SD, TX, UT, VA and WA; and investment advisory licensed in AZ, CA, CT, ID, IL, IN, MT, NV, OR, VA and WA; and insurance licensed in AK, CA, OR and WA.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s broker/dealer, investment advisor or BD agent or IA rep requirements; and follow up, individualized responses to consumers in a particular state by broker/dealer investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, investment advisor BD agent or IA rep, please do not hesitate to contact your state securities law administrator. Please check us on FINRA Broker Dealer check.

The Truth in Wealth Building