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Northwest Quadrant Wealth Management is a full service, independent financial planning and investment advisory firm headquartered in Bend and John Day, Oregon. 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. Our services include personal consultation, preparation of a written financial plan as well as ongoing asset allocation and portfolio management. Most services are offered on a fee basis as an alternative to traditional commission-based compensation. We believe that dealing with a conscientious, caring and qualified professional, is the key to successful investing and wealth preservation. We view ourselves as part of a team that may include your attorney and accountant, all working toward helping you accomplish your great goals of life through the proper deployment of resources. 

troy@nwqwealth.com
Securities offered through KMS Financial Services, Inc.
Toll Free: John Day: 800-201-1223 | Bend: 800-743-0988 | ©2009 Northwest Quadrant Wealth Management

For more information about the Financial Industry National Regulatory Authority (FINRA) visit their website: www.finra.org

One or more of the principals of Northwest Quadrant Wealth Management are currently security licensed in AL, AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, KY, MD, MN, MS, MT, NE, NV, NM, NY, NC, OR, TN, TX, UT, VA, WA and WY; and investment advisory licensed in AZ, CA, CT, ID, IL, IN, MT, NV, OR, VA and WA; and insurance licensed in AK, CA, OR and WA.  Security and Investment Advisory services are offered through KMS Financial Services, Inc., an SEC Registered Investment Advisor and member of the Financial Industry National Regulatory Authority (FINRA) and the Securities Investment and Protections Corporation (SIPC) is securities licensed in all 50 states.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s broker/dealer, investment advisor or BD agent or IA rep requirements; and follow up, individualized responses to consumers in a particular sate by broker/dealer investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable sate exemption or exclusion.  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.

Security and Advisory Services offered through KMS Financial Services, Inc.

A registered broker/dealer. Member FINRA and SIPC