PNWAM's clients benefit from the following services:

  • IRA's/Roth IRA's
  • 401k's
  • College Savings Plans
  • Estate Planning
  • Checkbook/Self Directed IRA
  • Tax Planning/Tax Benefit Strategies
  • Real Estate Investment Trusts
  • Limited Partnerships
  • No IRA Fees, Maintenance Fees

No Secrets...

At PNWAM, there are no hidden fees. We encourage participation in your financial future and will keep you abreast of current developments.

We offer:

  • Monthly Client Account Statements
  • Quarterly Asset Management Statements
  • Periodic Special Reports
  • 24-Hour Email Access
  • Annual Account Review
  • Ability to walk in any time to review your portfolio.

 

"With over 20 years of investment experience, Pacific Northwest Asset Management, Inc. was formed on the premise of providing competent and prudent fee-based investment management for its clients. Locally situated in Silverdale, Washington and having its finger on the pulse of the Kitsap Peninsula, PNWAM is committed to our local client's best interests. - period."

Value

How much are we paying compared with the intrinsic value?

Fundamentals

How sound is the business or sector and what are the projections?

Quantitative Controls

How will the security affect the portfolio and is now a good time to purchase?

Call us today for a no obligation, financial portfolio review. Let a local financial firm go to bat for you!

(360) 692-1906