Northwest Quadrant Wealth Management is a full service, independent financial planning and investment advisory firm headquartered in beautiful Bend Oregon. With offices in Bend, Portland, Eugene, and John Day to serve our growing clients in the Northwest. Our services include personal consultation, preparation of written financial plan as well as ongoing asset allocation and portfolio management. The firm’s roots go back to 1964 and continue to be based on the solid values of absolute honesty, and a thorough understanding of each client’s values, financial goals and risk tolerance.
Financial Focus Hour 1