We love the Pacific Northwest. This is a great place to live, raise a family and retire. NW Tax & Wealth Advisory Group, Inc., is an independently owned and operated Registered Investment Advisor firm (RIA). We serve clients living in the greater Portland metropolitan and southwest Washington areas, with an office in Clackamas, Oregon, and our corporate headquarters in Vancouver, Washington. While our firm was officially created in 2005, our founding President, Danny Harlow, has been serving the retirement financial planning needs of our community since 1973.
As an independent firm, we’re not tied to one company’s financial product line, which means we can offer the best products from many different companies. As a fiduciary, we work to find the best financial solution for each person’s unique financial situation.
Our firm was founded by Danny Harlow, whose 40-plus years’ of experience in financial services puts him in an ideal position to help baby boomers like him. We are called an “Advisory Group” because we have many financial advisors, all with a wealth of financial and tax planning experience. This team approach enables us to provide a lot of value in areas such as retirement income planning, tax planning, information regarding social security planning, and estate planning.
If you would like to learn more on how we can help you, call us at (800) 782-2136 to schedule a no-obligation meeting with one of our advisors.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.