Northline Wealth Management

Northline Wealth Management

Stuermer and Kingery launched Northline Wealth Management at the trough of the financial crisis, convinced that the big-bank brokerage model was structurally misaligned with client interests. Jeff Stuermer had built a practice at Merrill Lynch, Salomon Smith Barney, and UBS focused on high-net-worth families; Kingery brought a blend of registered-investment-advisor experience and operating-company stints in technology. The firm remains headquartered in Bend, Oregon, serving a client base that skews toward Pacific Northwest entrepreneurs, professionals, and multi-generational families. In 2025, the firm added a third-generation Stuermer — Charlie — as a senior investment advisor, reinforcing the family-office-adjacent continuity that defines its pitch. Northline's investment approach is discretionary and advisory, built on personalized asset allocation and risk management across equity, fixed-income, and cash-equivalent sleeves. The firm publicly names no proprietary funds, SPVs, or club vehicles; its deployment model appears to rely on separately managed accounts and direct relationships with institutional custodians — a structure Kingery's earlier ventures, Chinook Capital Corp. and Tumalo Capital Management, also followed while clearing through Morgan Stanley Prime Brokerage. The website signals coverage of retirement planning, tax optimization, and estate and business-succession planning, which implies a multi-asset-class advisory footprint extending into illiquid and private-market holdings for qualifying clients. Geographic concentration remains in the Pacific Northwest, though the firm's contact footprint and the Stuermer family's UK connections suggest some international-client service. The advisory bench is small and multi-generational. Jeff Stuermer, his son Charlie, and his father Terrence — who joined in 2014 after 46 years at Merrill Lynch — work alongside Jennifer Kemph, a client-services director who has partnered with Jeff Stuermer since 2003. Combined industry experience across the principals exceeds 200 years, a figure the firm itself cites as a differentiator. Northline operates a single office in Bend with no disclosed additional locations. In May 2025, Charlie Stuermer officially joined the firm after stints at Wells Fargo and Bank of America/Merrill Lynch, establishing an explicit succession track for the Stuermer advisory line. Northline's architecture is a rebuttal to the wirehouse model its founders exited in 2009. The firm is not a multi-family office, a fund platform, or an RIA aggregator — it is a tightly held, three-generation advisory partnership structurally designed to prevent the product-incentive conflicts that Stuermer and Kingery saw as endemic at their former employers. The recruitment of Charlie Stuermer in 2025 formalizes the succession that most single-principal wealth practices struggle to articulate, making Northline's generational continuity its most concrete moat relative to peer advisory shops in the Mountain West.