Disclosures

LPL Financial Form CRS
Northwest Wealth Advisors Form CRS
Northwest Wealth Advisors Privacy Policy
Check the background of your financial professional on FINRA's BrokerCheck.
Investment Adviser Public Disclosure Search

Securities offered through LPL Financial, Member of FINRA , SIPC.  Investment advice offered through Northwest Wealth Advisors DBA West Invest, LLC, a registered investment advisor. Northwest Wealth Advisors and West Invest, LLC are separate entities from LPL Financial.

Northwest Wealth Advisors and West Invest, LLC are not registered as a broker-dealer. 

Northwest Wealth Advisors (NWWA), doing business as West Invest LLC, is an SEC registered investment adviser. NWWA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registraion requirements. NWWA’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, articles written by third parties, firm written newsletters and/or publications, and third-party links. Accordingly, the publication of NWWA’s website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by NWWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of NWWA, a copy of NWWA’s current written disclosure statement discussing NWWA’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov (CRD No. 327641) or from NWWA upon written request at info@west-invest.com.

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by NWWA) will be profitable or equal any historical performance level(s). This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

The opinions referenced on this website and on our social media profiles are as of the date of publication and are subject to change without notice or due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements are solely those of the author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

Throughout this website and our social media profiles we have provided links to various other websites and articles. While we believe this information to be current and reasonably reliable, we provide these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites. Social media platforms are solely for informational purposes and do not offer advisory services or sales of securities. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis-information may be deleted. Content may be dated. Social media platforms are independent organizations and are not affiliated with Northwest Wealth Advisors in any way.

Testimonials may be provided on our website or social media profiles. Clients are not compensated, nor are there material conflicts of interest that would affect their given statements.  The statements may not be representative of the experience of other current or former clients and does not provide a guarantee of future performance success or similar services. Testimonials presented are chosen by Northwest Wealth Advisors, other clients may have different experiences.

Insurance products and services are offered and sold through LPL Financial and individually licensed and appointed insurance agents.