At Northwest Criterion, we deliver investment and financial planning advice that is unique for each client. We work with you to understand your goals and particular circumstances. We ensure that our advice is tailored to you and your family. And as a fee-only registered investment adviser, we have a fiduciary duty to act in your best interest.
We are differentiated by our experience and focus upon managing your risk. This focus includes a dynamic determination of the optimal amount of risk to assume in each investment portfolio, and extends to decisions regarding asset location (e.g., retirement plans, college-savings plans, regular brokerage and trust accounts), benefit elections (e.g., social security benefits), insurance needs, and withdrawal strategies in retirement.
We pride ourselves on being on call for our clients. When clients call Northwest Criterion, our principals will answer the phone and address any questions or concerns they may have. Emails, text messages, and social media communications are responded to promptly.