Personal Investment Account Services offered at Northwest Advisory Group, Inc.
The following is a listing (along with brief descriptions) of the personal investment account options offered through Northwest Advisory Group. If you have questions about other investment programs that are not listed here, please use our contact form.
Personal Accounts*
- Individual: A personal investment account in your name.
- Joint Account: An account held in joint ownership with your spouse or significant other.
- Custodial Account: An account for your child or a minor where you are the legal decision maker until the minor reaches the age of majority.
- Trust Account: Prudent investment management services for you trust account.
*We do not offer completely “tax free” investment management. However, all personal (taxable) accounts are managed with a tax conscious approach with an eye on minimizing tax liability. Benefits of our tax conscious oversight include: use of municipal bonds, tax efficient rebalancing procedures, use of ETFs (Exchange Traded Funds), long-term perspective that discourages short-term market timing, MSTG tax accounting.
Related Option: Personal and business retirement accounts
Related Option: 401k Rollovers
Disclosure Statement: The contents of this website are for informational purposes only and are not a solicitation to either buy or sell securities. No new account will be accepted unless and until all local regulations have been satisfied. The material presented on this website is from sources believed to be reliable, but it's content is not guaranteed and may be subject to change at any time. Please read our privacy policy prior to leaving this site. Northwest Advisory Group, Inc. does not offer guaranteed rate programs. Investing in financial markets involve the risk of losing principal. Northwest Advisory Group, Inc. does not manage bank guarantee or FDIC accounts. All visitors to this website should note that past performance is not necessarily indicative of future results.