Updated October 31, 2023
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Northline Wealth Management

Investment Advisor Firm
Total assets under management$211M
Years in business2024+

About Northline Wealth Management

Northline Wealth Management is an independent Registered Investment Advisor dedicated to delivering exceptional wealth management services to individuals, families, and organizations. Serving Bend, Oregon, and the Western United States, their expert advisors craft innovative wealth management strategies designed to preserve and grow clients' wealth over the long term.

Operating in a fiduciary capacity, Northline ensures unbiased investment advice, working solely in the client's best interest. They stand apart as an independent boutique firm, free from conflicts of interest common in larger organizations.

Northline's investment management philosophy revolves around dynamic, market-focused strategies to achieve superior, consistent, long-term results. They prioritize simplicity, transparency, communication, and personalized customer service.

Offering comprehensive investment advisory services, Northline customizes financial solutions for diverse clients. Their approach integrates investment expertise with financial planning, tailoring portfolios to meet clients' unique goals and risk tolerance.

Regular portfolio reviews and performance reports ensure alignment with clients' objectives and risk profiles. Beyond portfolio management, Northline offers expert guidance on estate and financial planning, philanthropic initiatives, wealth transfer strategies, and more.

The firm's experienced team includes Jeffrey E. Stuermer, John B. Kingery, Jennifer B. Kemph, and Katherine A. Hoffmeister, all dedicated to delivering top-tier financial services.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Estate Planning
  3. Financial Planning

More about Northline Wealth Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1504223

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Pricing options

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Hourly Fee
Assets Under Management

Regulatory filings

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