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Our clients are the legacy builders that form the backbone of the American economy.

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Northern Pacific Asset Management is a boutique private wealth advisor and investment management firm to select individuals, families, entrepreneurs, closely-held businesses and trusts across the United States.

Our sole purpose? To help you and your loved ones live exponentially—maximizing not just wealth, but every facet of your life. We are purpose-built to deliver customized, holistic financial advisory, planning, and investment management that exceeds the expectations of trailblazing clients—always with unwavering fidelity.

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Private Wealth Advisory Services

Financial Life Counsel, Strategy & Management

At Northern Pacific Asset Management, we provide robust, trusted fiduciary advice and private wealth management with a commitment to confidentiality, professionalism, and integrity. Our experienced team serves a diverse clientele—individual investors, family offices, foundations, and corporations—tailoring solutions to your unique needs.

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Wealth Builder

Unlock a Future of Financial Freedom Your ambition drives your wealth—a foundation for a life of freedom, impact, and legacy....

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Private Client

Build a Legacy That Echoes Through Generations Your wealth is a testament to your life’s achievements—a foundation for the future...

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Retirement Planning

Craft a Retirement That Lasts a Lifetime Your wealth is the foundation of a life well-lived—a bridge to the retirement...

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Enterprise Strategy

Strategic Services for Business Owners and Entrepreneurs Northern Pacific Asset Management offers a full suite of enterprise strategy services designed...

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Latest Updates

Insights

Washington's Millionaires Tax & Business Valuation: Exit Planning, Industry Impact & the Relocation Question

Washington’s Millionaires Tax & Business Valuation: Exit Planning, Industry Impact & the Relocation Question

March 12, 2026

Three years ago, Washington was one of the most tax-friendly states for business owners. No personal income tax. No capital gains tax (until 2021). A favorable estate tax threshold. The Washington millionaires tax (SB 6346) changes that equation dramatically—and with it, your business valuation. It adds a 9.9% income tax on earnings above $1 million, joining the 7%/9.9% tiered capital gains tax and...

Read about Washington’s Millionaires Tax & Business Valuation: Exit Planning, Industry Impact & the Relocation Question
Washington's Millionaires Tax & the Oregon Border: Cross-Border Tax Planning for the Portland-Vancouver Corridor

Washington’s Millionaires Tax & the Oregon Border: Cross-Border Tax Planning for the Portland-Vancouver Corridor

March 12, 2026
Washington’s Millionaires Tax & Trusts: How SB 6346 Affects Grantors, Trustees & Beneficiaries

Washington’s Millionaires Tax & Trusts: How SB 6346 Affects Grantors, Trustees & Beneficiaries

March 12, 2026

Washington’s Millionaires Tax (SB 6346): What High Earners & Business Owners Need to Know

March 11, 2026
Northern Pacific Asset Management Client Advisory - Is Your Annuity Backed by Wall Street's Riskiest Bet? The Private Credit Crisis Hiding in Plain Sight - February 2026

Is Your Annuity Backed by Wall Street’s Riskiest Bet? The Private Credit Crisis Hiding in Plain Sight

February 26, 2026
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Are Your Political Beliefs Quietly Undermining Your Retirement Plan?

December 22, 2025

Why Your Advisor Gave You the Exact Same Portfolio as Your Friends
(And Why Our Clients Fire Them)

December 22, 2025
Professional desk with keyboard, clipboard displaying "Business Valuation" text, and pen – symbolizing business exit planning and valuation services.

Selling Your Business in 2025: Tax Strategy Under the New Federal Law

December 22, 2025
Guide to building a financial safety net for small business owners

Most Small Business Owners Are Headed for a Retirement Crisis—Here’s How to Build a Financial Ark Before It’s Too Late

December 22, 2025
Humorous highway road sign reading "Next Exit: Taxes" against blue sky, illustrating tax planning opportunities under the 2025 OBBBA reforms

One Big Beautiful Bill Act: Tax Reforms for Business Sellers (2025)

December 22, 2025
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Sustainable Advantage®

The Keystone To A Sustainable Foundation Is You.

Bring your values, aspirations, and behavior to our carefully crafted process. We’ll partner with you to create a financial strategy tailored to your unique vision.

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    Houston, TX

    CityCentre One
    800 Town & Country Blvd,
    Suite 500
    Houston, TX 77024

    Osaic Wealth Form CRS
    Osaic Wealth Form CRS
    +1 (832) 559-3771
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    Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA / SIPC, and SEC Registered Investment Advisor. Northern Pacific Asset Management and Osaic Wealth are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    Pershing and Northern Pacific Asset Management are separate, unaffiliated companies, not responsible for each other’s services or policies. Pershing, LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.

    Pershing works behind the scenes for our firm to provide clearing, custody and other brokerage services.

    BNY Mellon's Pershing has been a leading global provider of financial business solutions for almost 85 years and serves many of the world's most respected financial organizations.

    In addition to SIPC protection, Pershing provides coverage in excess of SIPC limits from certain underwriters in Lloyd’s insurance market and other commercial insurers. The excess of SIPC coverage is valid through February 10, 2027 for Pershing LLC accounts. For the specifics on protections and limitations, visit pershing.com/about/strength-and-stability. 

    Asset Allocation seeks to maximize the performance of your investment portfolio using diversification and disciplined investing. Diversification can be thought of as spreading your investment dollars into various asset classes to add balance to your portfolio. Although using an asset allocation methodology does not guarantee greater returns or against the risk of loss in a declining market, it may be able to reduce the volatility of your portfolio.

    All investments involve the risk of potential investment losses and no strategy can assure a profit.

    Suitability on products or strategies mentioned herein must be determined on an individual basis. Not all products or strategies are suitable for all investors.

    The FDIC protects depositors against the loss of their deposits if an FDIC-insured bank or savings association fails. FDIC insurance is backed by the full faith and credit of the United States government. FDIC deposit insurance covers the balance of each depositor's account, dollar-for-dollar, up to the insurance limit, including principal and any accrued interest through the date of the insured bank's closing. The basic insurance amount is $250,000 per depositor, per insured bank.

    Osaic Wealth and their representatives do not provide tax or legal advice.  Any tax or legal information provided here is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.

    This communication is strictly intended for individuals residing in the states of ID, FL, TX, OR, WA, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

    Check the background of this investment professional on the SEC's Investor.gov or FINRA’s Broker Check.

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