Pacific Northwest Wealth Management

BACKGROUND

Please describe your company and position.

I am an executive of S Solutions

Describe what your company does in a single sentence.

eCommerce Growth Consulting & PE Consulting

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Pacific Northwest Wealth Management to accomplish?

• Long term financial planning
• Tax strategies

SOLUTION

How did you find Pacific Northwest Wealth Management?

Referral

Why did you select Pacific Northwest Wealth Management over others?

• Good value for cost
• Referred to me

How many teammates from Pacific Northwest Wealth Management were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Advisory on financial planning for the long-term

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

I am embarrassed to say but I was fairly uneducated on these topics aside from having a stock broker, the PNW team helped me through the process and I learned a ton. I feel confident in continuing to allocate additional funds towards their strategy in a 20-year growth plan

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Very attentive as a boutique and despite being a bit smaller, I felt like I was given proper attention

What was your primary form of communication with Pacific Northwest Wealth Management?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They have experience managing nearly $1B in funds so with a long history of returns so this gave me confidence that my money was safe

Are there any areas for improvement or something Pacific Northwest Wealth Management could have done differently?

None that come to mind but I am less than a year in