Investment Management
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James B. Tilton, CPA is an Investment Advisor Representative with Northwest Asset Management. NWAM, LLC dba Northwest Asset Management is a Securities Exchange Commission (SEC) Registered Investment Advisory firm (RIA) that offers integrated financial planning-based investment solutions.
We are fully committed to a creating a relationship that places the client’s interests first. Utilizing our comprehensive solutions-based platform, we can offer products and services tailored to your current and future needs. We work with each client to design a long-term financial strategy to help them reach their dreams and goals. We will help you establish financial goals, monitor investments, and prepare for retirement and beyond. Our only focus is on your financial needs and finding solutions that are truly best for you. This approach allows us to build valuable long-term relationships with our clients that have spanned generations. We understand that your business has a life of its own. Let us help you assess where in the cycle your business is and how we can help you to orchestrate the planning, growing, profiting, evaluating, motivating--and when the time is right--exiting of your business. Contact us today to schedule a free consultation. During the consultation, we'll talk about your specific situation and assess how we can help you achieve your goals.
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