Northwest Investment Counselors
Northwest Investment Counselors (CRD# 327970) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $591,800,000 in 886 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management592MILLION
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Total Number of Accounts886ACCOUNTS
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Average Account Value$667,946
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, OR, TX, WA
Alexander Dolle (CRD# 6324087) is a Fixed Income Portfolio Manager working at Northwest Investment Counselors in Lake Oswego, OR and has 10 years of experience in the finance industry.
Michelle Garcia (CRD# 4180941) is a Partner and Wealth Manager with Northwest Investment Counselors, LLC in Lake Oswego, Oregon. A 27-year industry veteran, she is responsible for working with clients (high net worth individuals, foundations and endowments) on developing and implementing financial plans. Her specific areas of focus include investment management, trust and estate planning, and wealth structuring.
She earned a Bachelor’s degree in Rhetoric and Communications from the University of Oregon and graduated from Cannon Personal Trust School at Boston University. She holds the Series 7 and the Series 66 Investment Securities Licenses.
Matthew Roehr (CRD# 1882121) is an Investment Advisor Representative working at Northwest Investment Counselors in Lake Oswego, OR and has 20 year of experience in the finance industry.
Our financial guidance can be summed up by three key attributes that make Northwest’s wealth management distinct and valuable. We put your needs first rather than products or quotas. Your team will have a wide breadth of experience, education, and credentials to develop a portfolio that fits you. We focus on the long-term so you can Live Well and Retire Better.
Mark Scarlett (CRD# 2297164) is an Investment Advisor Representative working at Northwest Investment Counselors in Lake Oswego, OR and has over 29 years of experience in the finance industry.