Northwest Capital Management, Inc.

www.nwcm.com

Northwest Capital Management, Inc. was founded in 1998 in Portland, Oregon as an independent and privately-held investment advisory firm. Our team of professionals provides over 150 years of collective expertise serving clients in Wealth Management, Institutional Asset Management (Foundations and Endowments), and Qualified Retirement Plans. Our staff hold professional designations such as the Certified Financial Planner (CFP®) and the Chartered Financial Analyst (CFA) designations. NWCM’s consulting philosophy begins with the premise that each client has a unique set of considerations and objectives which require a customized strategy. It is our job to work with clients to tailor these strategies using industry best practices to ensure financial success. Since 2016, NWCM has operated as a Certified B Corporation, making it one of the few investment consultants with this certification. Consistent with our B Corp status, NWCM demonstrates a commitment to our industry, clients, community, and the environment.

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Northwest Capital Management, Inc. was founded in 1998 in Portland, Oregon as an independent and privately-held investment advisory firm. Our team of professionals provides over 150 years of collective expertise serving clients in Wealth Management, Institutional Asset Management (Foundations and Endowments), and Qualified Retirement Plans. Our staff hold professional designations such as the Certified Financial Planner (CFP®) and the Chartered Financial Analyst (CFA) designations. NWCM’s consulting philosophy begins with the premise that each client has a unique set of considerations and objectives which require a customized strategy. It is our job to work with clients to tailor these strategies using industry best practices to ensure financial success. Since 2016, NWCM has operated as a Certified B Corporation, making it one of the few investment consultants with this certification. Consistent with our B Corp status, NWCM demonstrates a commitment to our industry, clients, community, and the environment.

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Country

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State

Oregon

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City (Headquarters)

Lake Oswego

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Employees

11-50

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Founded

1998

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Vice President Advisory Services

    Email ****** @****.com
    Phone (***) ****-****
  • President of Advisory Services

    Email ****** @****.com
    Phone (***) ****-****
  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****

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