About Our Practice
Welcome!
We are a boutique financial planning firm with roots in Boston, MA, servicing clients across the country. Our practice partners with Northwestern Mutual, which provides us exclusive access to industry leading products, cutting edge technology, and unique client experience opportunities.
Our mission is to help you navigate through life events, and maintain a strong sense of financial security. Being a boutique practice, we pride ourselves on our tight-knit client relationships, and providing a concierge client experience. As a team, we carry our core values into each conversation and relationship, and we look forward to being part of your financial journey!
Growth | Integrity | Family | Balance | Inclusion
Client Testimonial
I started working with Grant nearly 14 years ago when I was a first time expectant father in need of life insurance. I've continued working with him through the birth of three children and subsequent college planning, the move from our starter condo to our forever home, and planning for our dream vacation home. Grant has been instrumental in helping to develop our financial plan and very supportive throughout these various stages of life. The experience has been wonderful. Grant's friendly, informative and thorough approach is greatly appreciated
A Word from Grant
As a Wealth Management Advisor, I am passionate about helping our clients achieve their financial goals. In 2007, while attending the University of Notre Dame, I participated in the college internship program with Northwestern Mutual, after which time I accepted a position as a full time financial advisor. Every day since, I have thoroughly enjoyed helping clients across the country build their financial roadmaps by curating wealth and risk management that best
serve them and their dreams.
Throughout the years, our team has developed a national financial planning practice. We work predominately with successful young professionals and growing families. As a self-proclaimed family man myself, being married for thirteen years and with young children of my own, I understand the financial considerations of raising a family. For these reasons, our team thrives on connecting with successful, family-oriented individuals who share our core values.
- Grant
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Grant Frieling grew up in Wayland, Massachusetts and has been an active member of his community throughout his life. His father was part of the Northwestern Mutual family for over 30 years, and his mother is a Birth Doula, impacting families across the Greater Boston Area.
Grant has three younger sisters (Carly, Casey and Taylor). He graduated Cum Laude from the University of Notre Dame and married Gretchen in 2010. Grant now lives in Wellesley with their three children: Madison, Sawyer and Savannah.
Outside of work, Grant and his family have been very active with the Juvenile Diabetes Research Foundation. They participate in the Diabetes Walk in Boston and their team, Team Cure, has raised over $1,000,000 over the past 10 years for diabetes research. In Grant's free time, he and his family enjoy spending time on Nantucket and Cape Cod.
Client Testimonial
I have been lucky to have worked with Grant for the last 10+ years building out a life insurance and financial plan that fits my family’s unique needs. As the parent of a son with special needs, ensuring there are plans in place to maintain his quality of life is my highest priority and Grant has provided me with invaluable peace knowing he will be taken care of. Grant has approached our plans both comprehensively and flexibly and done so as a wonderful person to work with. He has brought in experts to help us navigate our specific needs and has brought his own point of view as a parent that shows how much he really cares about what he is doing. I feel very fortunate to have Grant in our circle to continue to help us as life changes to ensure our plans are always in the right place.
Professional Journey
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
I started my career with Northwestern Mutual in 2007 as a college intern. During my internship, I was the #9 intern in the country. After graduating with honors from the University of Notre Dame, I started full-time, and finished my first year ranked #5 in the Mike Gish Award. Early in my career, I had a fast start achieving both Pacesetter 40 and 60 in the first year. Since then, I have qualified for MDRT in 2013 and Lives Leader Summit numerous times. In 2014, I became the Managing Director of both the Braintree and Southborough offices, ranking #1 District Office in the East Coast for 3 consecutive years. Currently, I have the honor of helping hundreds of clients across the country, and I'm excited to continue forming new relationships!
Education
University of Notre Dame - Business Administration (Bachelor of Arts)
American College - Chartered Life Underwriter
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2012-2015
- Award recognizing commitment to excellence in service to clients and industry
Client Testimonial
Grant takes the time to get to know clients on a personal level. He foresees stages of life and is very intuitive in what the natural order of next questions are to alleviate stress. He went above and beyond on a personal bespoke solution for me and I will always be thankful. I highly recommend his services.
Client Testimonial
I have worked with Grant for over 10 years now, and I have been extremely happy with his knowledge, attentiveness, and overall customer service. I am looking forward to continuing my relationship with Grant for many years to come!
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
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.
