Our Approach

Investment Philosophy

 

Every client has unique needs. We coordinate our knowledge and expertise to create wealth management solutions based on each client’s goals and objectives. We build customized globally diversified portfolios using mutual funds, exchange-traded funds, and third-party money managers.

 

We focus on what is important.

As comprehensive wealth management advisors, we provide fiduciary consulting; investment management and consulting; strategic and active asset allocation strategies; dynamic allocation programs; risk management; personal financial planning; retirement and college planning; social security maximization, and employer-sponsored retirement plan consulting. We work with individuals and families; small and large businesses; and non-profit organizations to develop the appropriate financial strategies to meet stated goals. As a team, we focus on helping clients and businesses meet their financial goals. Our expertise includes:

Investment

Management

Estate

Planning

Retirement

Planning

Employer &

Executive Benefits

Tax

Planning

Education

Funding

Charitable

Planning

Insurance

Planning

 

Wealth Management Process

Review

 

- Quarterly performance reports

- Quarterly asset allocation review

- Annual review of financial plan

Review Documents & Assess Needs

 

- Wealth Management documents

- Asset statements

- Trust, tax, and estate documents

Actualize Investments

 

- Exchange traded funds

- Mutual funds

- Separately managed accounts

Delineate Strategy

- Financial plan

- Investment policy statement

 

Fiduciary Services Group (FSG) provides advisory services through NWAM, LLC dba Northwest Asset Management an SEC registered investment adviser.  

Greg Headrick, Nelly Mubashi, Olivia Summerhill and Antriksh Kandhari are investment advisor representatives of NWAM, LLC.