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Matthew Quincy Loreen

Northwest Asset Management

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About Matthew Quincy Loreen

Matthew Quincy Loreen is an Investment Advisor Representative associated with Northwest Asset Management. Matthew has been in the industry since 2020 and is registered in Arizona, California, and Washington. Matthew has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Matthew's primary area of expertise is in providing financial planning services to individuals and families, particularly those in the high-net-worth category. Matthew also has experience providing financial planning services for charitable organizations and pension and profit-sharing plans.

Firm Information

Matthew Loreen is currently registered with Northwest Asset Management. Northwest Asset Management is a registered investment advisor based in Mercer Island, WA with $3,271,377,063 in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, and portfolio management for individuals. They also provide tax preparation services and have a wrap fee program. Northwest Asset Management serves individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and other clients.
Northwest Asset Management

2835 82ND AVENUE SE

MERCER ISLAND, WA 98040

$3.27B

Assets Under Management

17

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Loreen’s Registration & Firm History

WA

12/16/2021 - Present

Northwest Asset Management (MERCER ISLAND WA)

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Licenses & Designations

IA

Issued 12/15/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Quincy Loreen.
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