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Personalized Wealth Management Solutions

Tom is committed to providing personalized financial planning and investment management services to help clients preserve and grow their wealth.

Surfside Capital Group

What do we do?

Surfside Capital Group offers comprehensive wealth management solutions to meet both the near- and long-term goals of our clients. Our financial planning and investment management services are customized to ensure each client’s unique goals and needs are met. Surfside Capital Group provides investment advisory services through NWAM, LLC, dba Northwest Asset Management. Tom is an investment advisor representative of Northwest Asset Management.

White Walls

Who are we?

Contact Info

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      8am - 4pm PT

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      (206) 838-3680

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      info@nwasset.com

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      2835 82nd Ave SE, Suite 100 

         Mercer Island, WA 98040

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NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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