When advising clients our guiding principle is to act consistent with what the client would do if they knew everything about investing. We seek to ascertain the motivating purpose behind our client's investment objectives, enabling us to individually tailor portfolios to achieve each client's goals.
We examine each client's true tolerance for risk, investment time horizon, income needs, and special considerations. We then devise a portfolio capable of both realizing future goals and fulfilling the purpose for which the money is being invested. Our portfolios are built around the principle of actively managing passive investments.
We examine each client's true tolerance for risk, investment time horizon, income needs, and special considerations. We then devise a portfolio capable of both realizing future goals and fulfilling the purpose for which the money is being invested. Our portfolios are built around the principle of actively managing passive investments.
Services
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. 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.
The company's roots began in 1963 operating first as Sage Insurance, and later as Bill Moore and Associates. Our founder, Bill Moore, began his career selling insurance while attending the University of Oregon, and opened his first office inside of a now-defunct Sears department store in Central Oregon.
Reviews (6)
Mary Edwards
Dec 25, 2021
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Jeff Norris
Dec 24, 2021
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Christine Limburg
Dec 18, 2021
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I've enjoyed working with Northwest Quadrant for several years now, and I appreciate their financial advice and direction. We do check-ins a few times a year to ensure we are on track. Josh and Tyler even help with my husband's 401k, which they do not manage. They have also been helpful with my son, who is just starting to save for his future. I've recommended them to many people, and they have all been happy. If you are looking for a team that will help you meet your goals, you really should call Northwest Quadrant Wealth Management and see how they can help you.
Laila Oh
Nov 17, 2021
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I used to love listening to these guys on the radio every Saturday while I drive my routes no longer wil I partake ! They think they are health experts and love to brag about their vaccine status as they travel all over never considering that the vaccines that they are being boosted with do nothing to protect them against future strains or even the current strain we are fighting as the vaccine was made for the original strain ! Its almost as stupid as taking a flu shot for a flu strain that is no longer spreading . It’s annoying , it’s condescending and it’s obnoxious ! Stick to finances
Lisa Mandel
May 12, 2021
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I went there and talked to one of the consultants. I showed him my portfolio and asked him how he could improve it. He said I did very well and there’s no way he would consider my business.
And why do you suppose that was?
I told him I did my own research and paid no commissions!
N. Q., doesn’t want people like me; they prey on people who are “dumb as rocks” and are afraid to do their own research and trade. Take it from me, you can do this; Don’t let companies like this take your hard earned savings. They want you to buy all of their high priced investments and tell you what a great
And why do you suppose that was?
I told him I did my own research and paid no commissions!
N. Q., doesn’t want people like me; they prey on people who are “dumb as rocks” and are afraid to do their own research and trade. Take it from me, you can do this; Don’t let companies like this take your hard earned savings. They want you to buy all of their high priced investments and tell you what a great
Rena Snippen
Jan 15, 2015
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Our family has been doing business with the advisors at NW Quadrant Wealth Management for nearly a decade. We are extremely satisfied and continue to be impressed with the level of knowledge the team possesses. These advisors are truly passionate about their careers and are always on top of market trends and conditions. The attribute we like best is the constant communication we recieve from them regarding our accounts. We are so grateful to have Tyler and Troy helping us achieve our financial goals!
