Northwest Wealth Management, LLC

Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a broad range of clients, including individual and high‑net‑worth investors, trusts, estates, retirement plans, and other entities. As of December 31, 2024 the firm reported $865,221,987 in discretionary assets under management and advised on an additional $78,053,954 in self‑directed retirement account assets across a multi‑advisor team.

The firm generally delivers discretionary wealth management with a long‑term, buy‑and‑hold orientation, ongoing monitoring, and periodic reporting, and it may allocate all or part of a client’s portfolio to independent third‑party managers such as Focus Partners Advisor Solutions, BSP, Dimensional, and AQR. Northwest arranges custody through major custodians (Charles Schwab and Fidelity), uses block trading and pooled order execution when appropriate, and conducts account reviews at least annually or more often as agreed.

Distinctive features include its ownership and affiliation with Northwest Bank and Northwest Insurance Services (through Northwest Financial Corp.), and that its representatives are also licensed insurance agents who may receive commissions for insurance product sales, creating a potential conflict of interest when recommending bank or insurance products. The firm also contracts with FPAS for sub‑advisory and back‑office services and participates in Schwab and Fidelity institutional programs, relationships that provide economic benefits to the firm and are disclosed as factors that may influence custodian and manager recommendations.