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Northwest Capital Management, Inc.

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Northwest Capital Management, Inc.

Mission statement:

To ensure Client financial success;

To act with the highest standard of fiduciary care; and

To use our influence as a business to effect positive, social outcomes
within our community.

Overview:

No matter how far you’ve come, or how far you yet plan to travel, you have tough decisions ahead. Decisions about savings and investments. About guaranteeing income. About asset protection. Taxation. Philanthropy. Wealth transfer.

We’re the people who can help you make informed, sound decisions.

We have the talent and resources to help you competently and prudently
manage your investments.
YOU HAVE UNIQUE FINANCIAL CONCERNS AND OBJECTIVES

We provide services tailored to fit your needs
FINANCIAL PLANNING

Our Private Clients have such financial goals as funding college educations, tax reduction, retirement income security, wealth accumulation, financial independence and estate planning. Given our Clients’ differing circumstances, we develop personalized strategies to achieve their goals.
WEALTH MANAGEMENT

Our Private Clients have varied needs associated with wealth management: accumulation, distribution, preservation, and legacy. And all Clients share the same objective that is the core of our service: invest money prudently to achieve attractive returns for an acceptable level of risk.
INSTITUTIONAL ASSET MANAGEMENT

Our Clients include corporations and philanthropic organizations; their responsibility and liability is significant. Clients’ concerns vary, as does the scope of investment and fiduciary services we provide.
RETIREMENT PLAN CONSULTING

Our Plan Sponsor Clients know that offering a company retirement plan is becoming increasingly complex and fraught with regulations and personal liability. We minimize these risks, and enhance the value of such an important employee benefit.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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