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NorthWest Investment and Retirement Group, LLC is a financial service organization working with individuals and small businesses on the West Coast of the USA.   Financial areas covered include, but are not limited to:

  • Asset Allocation Design
  • Investment Management
  • Retirement Planning
  • Social Security Planning
  • Portfolio Analysis 
  • Estate Planning
  • Income Protection
  • Life Insurance
  • IRA/Rollover Strategies
  • SEP/SIMPLE Plans


We are dedicated to providing comprehensive financial services to our clients.  We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives - and then only when we are convinced that the recommended action or product is suitable as a long-term solution.  Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy - but rather, how assets should be allocated based upon the investor`s attitudes, objectives, circumstances and risk-taking capacity.

We recognize that our clients lead active and complex lives.  They understand that managing their investments is more complicated and time-consuming than ever before.  They acknowledge that working with specialized investment professionals provides them with a level of confidence and security.  Wealth accumulation and estate preservation includes coordinating our planning with tax, legal and insurance professionals.  We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.

For more information on our firm, we invite you explore our web-site, to call, or email us. We look forward to discussing your personal and business needs.