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  • Retirement Plan Consulting
  • About
    • Why Us?
    • Our Team
    • Our Process
    • FAQs
  • Insights
    • Your Money
    • Your Business
    • Your Retirement
    • Your Legacy
    • Your Freedom
    • Market & Investments
    • In the News
    • Defined Contribution Plan Resources
  • Tools
    • Risk Survey
    • Retirement Readiness Quiz
    • 401(k) Calculator
    • SECURE Act RMD Calculator
    • ROTH VS. TRADITIONAL IRA CALCULATOR
    • College Readiness Quiz

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Northwest Capital Management
(503) 597-1616
1 Centerpointe Drive
Suite 115
Lake Oswego, OR 97035

About

  • Why Us?
  • Our Process
  • Our Team
  • Our Partners
  • Frequently Asked Questions

Services

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Retirement Plan Consulting

Insights

  • Your Money
  • Your Business
  • Your Retirement
  • Your Legacy
  • Your Freedom
  • Market & Investments
  • In the News
  • Defined Contribution Plan Resources
Client Login Client Summary

carsonwealth

We proudly serve the cities of Ashland, Aurora, Baileyville, Beaverton, Bend, Canby, Clackamas, Corvallis, Danville, Eugene, Fresno, Grants Pass, Hillsboro, Hood River, Idaho Falls, Lake Oswego, Lakewood, Marana, Mesa, Nampa, North Powder, Oceanside, Oregon City, Portland, Roseburg, Sacramento, Saint Helens, Salem, San Diego, San Francisco, San Ramon, Seattle, Sherwood, Spokane, Springfield, The Dalles, Tigard, Tualatin, Vancouver, Warrenton, White Salmon, Wilsonville, Woodburn, and Yakima. We also proudly serve the states of Arizona, California, Idaho, Maine, New Jersey, Oregon, and Washington, as well as the following counties: Benton County, Bonneville County, Canyon County, Clackamas County, Clatsop County, Columbia County, Contra Costa County, Deschutes County, Douglas County, Fresno County, Hood River County, Jackson County, Josephine County, King County, Klickitat County, Lane County, Maricopa County, Marion County, Multnomah County, Ocean County, Polk County, Sacramento County, San Diego County, San Francisco County, Spokane County, Union County, Wasco County, Washington County, and Yakima County. 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.  

Investment advisory services are offered through Northwest Capital Management, Inc., an SEC Registered Investment Advisor. Northwest Capital Management, Inc. is a subsidiary of Carson Group Holdings, LLC. 

Additional information about CWM, LLC and our advisors is also available online at https://www.adviserinfo.sec.gov or http://brokercheck.finra.org/ . You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344. 

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Copyright 2026 CWM, LLC. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.