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About Northwest Quadrant Wealth Management
Northwest Quadrant Wealth Management is your trusted partner in achieving financial success. Based in Bend, Oregon, their experienced team, including partners Tyler Simones and Josh Fenili, is dedicated to providing a holistic approach to wealth management.
Tyler Simones, a seasoned investment professional, is passionate about building and managing wealth. His career spans across various U.S. states, and his commitment to client satisfaction drives him. Josh Fenili's diverse background includes government and private-sector work, advanced education in finance and law, and interests in economics and geopolitics.
The firm's history dates back to the 1960s when it began as Sage Insurance, later evolving into Bill Moore and Associates. Over the years, it focused exclusively on investing and financial planning, growing under Bill Moore's leadership and retaining a passion for markets and investing.
In 2006, Northwest Quadrant Wealth Management was established, and today, it manages over $300 million in assets. Their transparent, data-driven, and client-focused approach sets them apart. They offer integrated wealth management solutions, including investment management, financial planning, and retirement planning, tailored to your unique goals.
Pricing options
Regulatory filings
Areas of specialty
- Investment Management
- Financial Planning
- Retirement Planning
More about Northwest Quadrant Wealth Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 158455 | 3 |
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