Our firm is different. Human beings are our focus. We are not aggressive asset gatherers, but strive to uphold the values of candor, integrity, trust, fair dealing and customer service.
When we are advising clients, or recommending investments, we believe it should be consistent with what the client would do if they knew everything about investing. That is the ultimate test. This assures that we don’t have other things in mind when recommending investments.
Build wealth for clients through a financial plan which makes the portfolio the servant of the plan and reduces inappropriate emotional decisions
OUR CORE VALUES
Golden Rule: Do unto others what you would want done unto you.
Relationships: A passion for people.
We Own What Our Clients Own: Eat our own cooking.
Our Word is Our Bond: Tell the truth.
You want to realize a higher value for your book of business. ♦ You’d like to ensure that your clients are transitioned and cared for after you retire. ♦ You want to make an immediate or slower transition from the business and want to make sure there is support and infrastructure to assist in that transition. ♦ Or you want to focus on your clients instead of running a business and managing employees.
Northwest Quadrant Wealth Management may be the place for you.
To the extent possible, convert your book to the fee-based RIA model and brand yourself as part of Northwest Quadrant Wealth Management.
Use our investment process and models.
Utilize our systems and procedures in working with clients.
Adhere to the Northwest Quadrant Wealth Management Code of Ethics.