Valerie Haley

Northwest Capital Management, Inc. was founded in 1998 in Portland, Oregon as an independent and privately-held investment advisory firm. Our team of professionals provides over 150 years of collective knowledge serving clients in Wealth Management, Institutional Asset Management (Foundations and Endowments), and Qualified Retirement Plans. Our staff hold professional designations such as the Certified Financial Planner (TM) and the Chartered Financial Analyst (CFA) designations. NWCM’s consulting philosophy begins with the premise that each client has a unique set of considerations and objectives which require a customized strategy. It is our job to work with clients to tailor these strategies using industry best practices to help financial success. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services also offered through NWCM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.