Summa Global Advisors

Northwest Securities in Portland offers a range of financial services, including family office management, wealth transfer strategies, and comprehensive financial planning. Their team of experts specializes in creating personalized financial roadmaps for clients, covering areas such as retirement planning, investments, and wealth management. With a focus on providing tailored solutions, Northwest Securities serves as a trusted wealth advisor, offering valuable insights and guidance to help clients achieve their financial goals. Whether seeking wealth advise or long-term financial planning, Northwest Securities is dedicated to helping individuals and families secure their financial future. Generated from their website's infomation

HistoryAs a professor of Finance at Linfield College, Scott Chambers began offering investment advice to his fellow professors in 1998. In 2004, he founded Headwater Investment Consulting to serve investment management services to a broader base of individuals, families, endowments, and foundations.SpecialtiesHeadwater Investment Consulting is a Registered Investment Advisor located in downtown McMinnville, Oregon. We offer investment management to individuals, families, endowments, and foundations. Just as the headwater is the source or beginning of the water for a river, Headwater Investments is your source for planning your financial future. You and your investment portfolio receive personalized attention from our team of knowledgeable investment advisors and staff. Let us guide you through the changing financial needs of your family, your business, and your retirement.