Pacific Northwest Asset Management, LLC, 2211 Elliott Ave. Ste. 200, Seattle, WA 98121. At Pacific Northwest Asset Management, LLC, we are wealth management professionals whose goal it is to help you create, grow, and keep your wealth by applying time tested, straightforward asset class wealth management practices. Led by financial services industry veteran, Stuart McGehee, PNW Asset Management brings a fresh, communication-rich approach to wealth management.
Financial Independence is not just something one thinks about from 9:00a.m. to 5:00p.m. on weekdays. Therefore, we’re always available to you. Not just during business hours, but always. We’re always on the Grid, so if you have a question or concern that arises on a Saturday afternoon, you don’t have to wait until Monday morning to communicate with us. We’ll happily begin a dialogue with you at any time. You should expect nothing less from professionals whom you’ve hired to manage your wealth. It is our chief goal to exceed your expectation in all aspects of our relationship.
STUART C. MCGEHEE: Stuart is the Founder and Principal Owner of Pacific Northwest Asset Management, LLC. Stuart has over 25 years of direct and indirect financial industry experience, and he is a member of the CFA Institute. During his career, Stuart’s experience includes over a decade and a half of institutional fixed income sales at two of the largest banks in the U.S.; investment adviser representative at a FSG Investment Management, LLC (now Telarray Advisors), a registered investment adviser; financial planning software engineering, sales, and support; Investor Relations at FedEx; and mortgage loan origination and servicing software sales. Stuart is an investment adviser representative who has passed the Series 65 Uniform Investment Adviser Law Exam and who previously also passed the Series 24, 7, 52, and 63 securities exams.
Stuart is the author of The Best Kept Secret on Wall Street (available on Amazon). Stuart’s education includes a Masters of Business Administration (MBA) from Vanderbilt University and an undergraduate degree from the University of Virginia . For 5 years, Stuart served as a board member of the Downtown Memphis (TN) Commission and was the Board Treasurer and Board Secretary. Stuart is also a Board member, V.P., and former Board Secretary of the McGehee Family Foundation. Stuart is a Big Climb Seattle volunteer. This massive stair climbing event at Columbia Tower supports the Leukemia & Lymphoma Society of Washington and Alaska. He is also a Boeing Seafair Air Show volunteer.
As a committed conservationist, Stuart has, over the past 15 years, donated conservation easements on over 1,300 acres of prime recreational land to Wetlands America Trust, one of the nation’s largest accredited land trusts holding conservation easements on more than 400,000 acres. Stuart was also a member of the 2010-2011 Ducks Unlimited, Inc. President’s Council.
MICHAEL B. BOWERS, CFA, CPA: Michael is a Partner and Principal Owner of Pacific Northwest Asset Management, LLC. Michael’s financial services industry experience includes positions at Conover Capital Management and at TransAmerica Financial Advisors, Inc. Throughout his entire career, Michael has dealt with complex financial and accounting matters. Michael is an investment adviser representative, and he earned a Chartered Financial Analyst (CFA) charterholder designation in 2005. He is a member of the CFA Institute, and he is active in the CFA Society Seattle. Michael is also a Certified Public Accountant (CPA), and he is on the Personal Financial PLanning Committee of the Washington Society of CPAs.
Michael’s education includes a Masters of Business Administration (MBA) from the University of New Mexico and an undergraduate degree in accounting from the University of New Mexico. Michael is on the Issaquah, WA Chamber of Commerce Board of Directors, and he presently serves as the Board’s treasurer.
Additional information about Stuart McGehee and Michael Bowers, as well as any other adviser or broker, is available on the Securities and Exchange Commission’s Investment Advisor Public Disclosure web page at http://www.adviserinfo.sec.gov and at FINRA’s broker check website at http://brokercheck.finra.org.
Proud member of the Issaquah Chamber of Commerce Chairman’s Circle!