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About NW Tax & wealth

Financial Advisors Focused on Retirement

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.

Independent Fiduciary

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.

No-Obligation Meeting

Request a no-obligation meeting today with us to discuss your financial future!

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Our mission is to help retirees or those approaching retirement reach their financial goals so they can enjoy a peaceful retirement.
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NW Tax & Wealth Advisory Group, Inc. is an investment adviser and insurance agency registered with State of Washington and other states, who have not verified nor endorsed the statements on this site. NW Tax & Wealth Advisory Group, Inc. may transact business only in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements. This website should not be interpreted as a solicitation to offer investment advisory services to residents of any state where we are not authorized to do so. Individualized responses that involve personalized investment advice will not be made absent compliance with jurisdictional requirements where an exemption or exclusion is not available.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.