Also known as northline wealth
Northline Wealth Management, LLC is an independent investment advisory firm based in Bend, Oregon, founded in 2009 by Jeff Stuermer and John Kinger. It specializes in managing assets for high net worth individuals and families and reports about $253 million in assets under management. Its services include investment management with personalized asset allocation and risk management, retirement planning, tax planning, estate planning and business succession planning. The firm describes a process of discovery, strategic planning, implementation and ongoing support that adapts as clients' circumstances change.
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Northline Wealth Management is a wealth manager based in Bend, United States, managing approximately $253M in assets.
Northline Wealth Management is headquartered in Bend, United States.
Northline Wealth Management manages approximately $253M in assets under management.
Northline Wealth Management was founded in 2009.
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