Northwest Quadrant Wealth Management is a registered investment advisor based in Bend, Oregon. With over six decades of service and managing $450 million in assets, they offer a fully integrated wealth management solution that includes investment management, financial planning, and retirement planning services. Their client-focused approach is centered around low-cost, tax-efficient investments tailored to individual goals, and they prioritize transparency, honest advice, and what is best for their clients.
Northwest Quadrant Wealth Management believes in actively managing passive investments and continuously monitoring portfolios to ensure they align with clients' objectives. They emphasize low-cost index investing, maximizing risk-adjusted returns, and tax efficiency as essential components of their investment strategy. With a team dedicated to putting clients first and a commitment to providing valuable insights through podcasts and financial radio shows, Northwest Quadrant is a trusted partner for individuals seeking to pursue their wealth goals and secure their financial future.
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