Your Vision is Our Mission

Our mission is to help clients spend more time focused on their personal and professional goals and less time worrying about their financial lives. We specialize in addressing the constantly evolving planning needs of emerging affluent professionals across the country. We are especially focused on helping our clients arrive well-positioned for the big moments in life – whether they’re accelerating in their career, starting a family, educating their children or entering retirement.

We believe good financial planning doesn't have to be complicated, in fact complexity is often the enemy of planning. Our core philosophy is simple – great offense and great defense. This approach allows our clients to stay current, call plays in advance, and sleep well at night knowing their plan will survive the unpredictability of life.

Through our four-step planning process, we aim to add clarity, confidence and accountability in our clients’ lives. To us that requires deep listening, thoughtful analysis, wealth planning, and calculated insurance strategies, all while taking special pride in the  relationships we build along the way.

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline

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

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