Overview

I am the owner and portfolio manager of a RIA in Portland, OR. My clients are made up of individuals with retirement and non-retirement accounts with long-term growth goals in mind. Northwest Growth Advising brings value to our clients with low expense, high value stock and bond, exchange traded funds that are a part of the client's strategy and planned investing criteria to build towards their goals.

My goal in the near future is to grow my firm in AUM by buying a set number of clients, where the seller and buyer (NGA) closely match in similar types of clients, methodology, locality, and etc.

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within 4 months

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