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    • Financial Planning
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  • Retirement Plan Consulting
  • About
    • Why Us?
    • Our Team
    • Our Process
    • FAQs
  • Insights
    • Your Money
    • Your Business
    • Your Retirement
    • Your Legacy
    • Your Freedom
    • Market & Investments
    • In the News
    • Defined Contribution Plan Resources
  • Tools
    • Risk Survey
    • Retirement Readiness Quiz
    • 401(k) Calculator
    • SECURE Act RMD Calculator
    • ROTH VS. TRADITIONAL IRA CALCULATOR
    • College Readiness Quiz

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Northwest Capital Management
(503) 597-1616
1 Centerpointe Drive
Suite 115
Lake Oswego, OR 97035

About

  • Why Us?
  • Our Process
  • Our Team
  • Our Partners
  • Frequently Asked Questions

Services

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Retirement Plan Consulting

Insights

  • Your Money
  • Your Business
  • Your Retirement
  • Your Legacy
  • Your Freedom
  • Market & Investments
  • In the News
  • Defined Contribution Plan Resources
Client Login Client Summary

carsonwealth

We proudly serve the cities of Ashland, Aurora, Baileyville, Beaverton, Bend, Canby, Clackamas, Corvallis, Danville, Eugene, Fresno, Grants Pass, Hillsboro, Hood River, Idaho Falls, Lake Oswego, Lakewood, Marana, Mesa, Nampa, North Powder, Oceanside, Oregon City, Portland, Roseburg, Sacramento, Saint Helens, Salem, San Diego, San Francisco, San Ramon, Seattle, Sherwood, Spokane, Springfield, The Dalles, Tigard, Tualatin, Vancouver, Warrenton, White Salmon, Wilsonville, Woodburn, and Yakima. We also proudly serve the states of Arizona, California, Idaho, Maine, New Jersey, Oregon, and Washington, as well as the following counties: Benton County, Bonneville County, Canyon County, Clackamas County, Clatsop County, Columbia County, Contra Costa County, Deschutes County, Douglas County, Fresno County, Hood River County, Jackson County, Josephine County, King County, Klickitat County, Lane County, Maricopa County, Marion County, Multnomah County, Ocean County, Polk County, Sacramento County, San Diego County, San Francisco County, Spokane County, Union County, Wasco County, Washington County, and Yakima County.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Forbes Best-in-State Wealth Advisor: Awarded to Paul West (2018, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 37,725 nominations received, based on thresholds –15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location, and 619 web-based interviews. InvestmentNews Icons & Innovators: Awarded to Ron Carson (2016): Investment News Icons and Innovators award recipients were selected based on the broad definition of, those who have conceived new ideas and tools that have propelled the industry forward. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. Barron’s Magazine Hall of Fame Inductee – Ron Carson, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities.

Investment advisory services offered through NWCM, an SEC Registered Investment Advisor.

Additional information about NWCM and our advisors is also available online at www.adviserinfo.sec.gov. You can view our firm’s information on this website by searching for Northwest Capital Management Inc. or by our CRD number 108091.

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