OUR TEAM IS YOUR TEAM.

Our counsel and advice directly impacts our Clients’ ability to achieve goals and realize dreams.

We take our responsibilities very seriously.

We are the company we are because of the trust we have earned.

Our character, capabilities and experience are equal to the task of being of service to you.

Frederick J Payne, Jr., CFP®

Chief Executive
Chief Compliance Officer

Fred has been in the financial services field since 1985 working primarily with Wealth Management clients and qualified retirement plans.  Fred has extensive knowledge of the technical and regulatory aspects of retirement plan operations. He is uniquely suited to advise retirement plan clients in all aspects of their plans, be they investments, benefit design or regulatory compliance.  However, Fred has always considered himself first and foremost an investment adviso.

Direct Line: (503) 597-1621 Email: FredP@NWCM.com

Brent Petty, CFP®

President

As President of NWCM, Brent defines our vision for, and direction of, the firm’s strategic business initiatives. He oversees our Institutional Asset Management and all Retirement Plan Consulting efforts.  Brent joined our team in 2006.  To serve his Private Clients best, Brent earned the Certified Financial Planner® designation.

Direct Line: (503) 597-1641 Email: BrentP@NWCM.com