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Redefining Wealth Management

Elevate Your Financial Future

Northern Pacific Asset Management: Elevate your wealth with bespoke strategies
built with Sustainable Advantage®. Serving Houston, Texas and nationwide. Contact us today.

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Private Wealth Management Client Services for High Net Worth + Ultra High Net Worth - Northern Pacific Asset Management

ASPIRE. PLAN. BUILD. THRIVE.

As a business owner, entrepreneur, executive, or high-net-worth professional, your success has unlocked remarkable opportunities—along with unique financial complexities. Navigating the shifting landscape of markets, tax laws, estate planning, and investment strategies requires more than time and expertise—it demands a trusted partner.

At Northern Pacific Asset Management, we go beyond traditional financial advising. We are your confidants, your strategists, and your advocates. Whether you’re seizing a new business venture, facing a life transition, tackling a financial challenge, or optimizing tax planning, we’re a call away—ready to listen, guide, and deliver tailored solutions.

Your financial life is deeply personal, interwoven with your family, legacy, and aspirations. We provide comprehensive, holistic plans that bring clarity to your financial life, empowering you with the confidence to make informed financial decisions.

From launching your entrepreneurial journey to preparing for retirement, selling a business, or navigating a career shift, our specialized services—Private Client, Retirement Client, Wealth Builder, and Enterprise Strategy—are designed to meet you where you are:

  • Private Client: Bespoke solutions for those with $10M+ in investable assets and complex needs.
  • Retirement Client: Realizing your retirement vision with $1M–$10M in assets.
  • Wealth Builder: Elite strategies for ambitious professionals building a strong financial core.
  • Enterprise Strategy: Comprehensive support for business owners and entrepreneurs.

Ready to elevate your financial future with a team that truly understands you? Let’s start with a conversation.

Request a preliminary discovery meeting with us to discover if we’re the right fit for you.

OVERVIEW

Financial Life Counsel, Strategy & Management

Competent, reliable, and robust fiduciary wealth advisory services, customized for your complex needs.

Private Client

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

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Retirement Client

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

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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

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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

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Some Commonly Asked Questions

For more such questions view the FAQ page.

Yes, BNY Mellon, N.A. offers escrow services for various purposes, including corporate mergers, public stock offerings, and capital funding campaigns.

Our Life Insurance Premium Financing allows clients to cover annual premiums and loan interest in a tax-efficient manner. The loan is secured by the life insurance policy and assets in the client’s securities account, allowing the current investment strategy to remain intact.

Yes, we provide flexible financing options for various property types, including office, retail, multi-family, and mixed-use properties. Our private bankers work closely with clients to understand their financing needs and offer customized loans and lines of credit.

The Investment Credit Line (ICL) is a flexible line of credit secured by qualifying marketable securities and liquid assets in your investment or custody accounts. It is ideal for individuals and business owners needing flexible lending options. The ICL can be used for various purposes like business expansion, estate planning, real estate investments, and tax planning, but it cannot be used to purchase or carry securities.

Houston, TX

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

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+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. Additional advisory services offered through Osaic Advisory Services, LLC. Northern Pacific Asset Management, Osaic Advisory Services and Osaic Wealth are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory Services.

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, 2026 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, Osaic Advisory Services, 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, 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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