----Wealth Strategies Northwest ~ Services----

Our Process

We embrace the responsibility of providing financial strategies that apply all of the Economic Sciences. At Wealth Strategies Northwest our planning process is based on a Macro-economic approach. In contrast to many needs based, transaction oriented plans; our process begins with a "macro" perspective that allows us to analyze the whole of a client's current financial situation.

This scope presents the information necessary to truly understand the entire effect of financial decisions. This helps identify the most efficient and effective use of money, and creates the opportunity to design a sound financial structure that promotes protection, savings and growth.

Click here to contact us and learn more about our process

Financial Specialization

Our firm specializes in providing financial strategies for a variety of clients. Many of our clients are entrepreneurs/business owners, and need specialized planning as their growth and success continues. Others may be professionals whose businesses depend directly on their personal health in order to survive financially.

The strength of our macro-economic process is the clarity in which it identifies these individualized needs and is designed to provide creative, strategic options based on those specifications. The result of which is personalized planning that maximizes wealth and protection and creates a progressive path toward personal and economic freedom.

Personal and Small Business Comprehensive Planning
Personal Wealth Creation
Business and Life Insurance
Business Succession Planning
Disability/ Income Protection Programs
Retirement Planning
Estate Planning**
Mutual Funds*/ Money Market Funds*
Variable Products*
Employee Benefits
Executive Compensation
Charitable Giving and Distribution Planning

Our Alliances
Wealth Strategies Northwest is proud to be aligned with the Guardian Life Insurance Group of America, and their retail broker, Park Avenue Securities.
It is through strong partnerships such as these, that allow our company to deliver clients some of the best financial services and products available.

To find out more about the alliances of Wealth Strategies Northwest, please visit:

The Guardian Life Insurance

* Securities products and services are offered through Registered Representatives of Park Avenue Securities LLC (PAS) 5100 SW Macadam Avenue, Suite 180, Portland, OR 97239, 503-221-1226. Wealth Strategies Northwest is not an affiliate or subsidiary of PAS.
PAS is a member FINRA/SIPC

** Neither Guardian, nor its subsidiaries, agents or employees provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.

Disability income insurance underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.