Remove the Complexity of Financial Planning

Juggling a successful career and a busy family while still trying to make space for other important areas of your life (marriage, friends, yourself) can be....a lot!

The last thing you need to do is spend the little time you have outside of work sifting through your finances, but it’s important to find a financial partner who can understand your life situation and manage all the moving parts with your family values at the center.

When you work with a wealth management team that can navigate all the
complexities of your financial circumstances in a way that aligns with your values, you not only get time back, but you get true peace of mind.

That's what Chuck and his team have been doing successfully for hundreds of families over the last decade.

Our mission is to partner with those we serve as they imagine, create and achieve
financial security for themselves, their family and generations to come.

Our typical clients include:

Dual-Income Families | Sales Executives | Management Consultants | Law Enforcement | Firefighters | City Employees | Young Families | Union Laborers


If you have any questions, would like to schedule some time to chat with Chuck, or
think we can be a resource in any way, please don’t hesitate to reach out. You can call our office or email Chuck directly at chuck.volpentesta@nm.com.

Close up of woman in deli with two workers in background

An Interview with AARP

I recently gave an interview with AARP and their “Life Reimagined” series talking about Career Change Secrets: What I Know Now:

"When Northwestern Mutual first recruited Chuck Volpentesta to be a financial representative at its McTigue Financial Group in Chicago, he was hesitant. 'I was doing really well in corporate sales at Ricoh, just as I had at Coca-Cola before that,' he says, and he worried about starting from scratch in a brand-new field. 'I had to let go of those fears, and while I was a little nervous about tapping on the shoulders of past contacts, more of them have become current clients than I expected,' Volpentesta says. 'And I love knowing I'm improving their lives. The connection between my past jobs and this one wasn't what I expected. People I never would have imagined have become clients, and it has really warmed me.'"

  • Million Dollar Round Table Qualifying Member 2016
  •  MDRT is the premier association of financial  professionals. MDRT status
    • designation is granted for  one year and members must apply every year to  continue their affiliation with the MDRT.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.