The Captivate Wealth Difference

Captivate Wealth. Jacob Overman.

In the financial planning world, some advisors primarily work for insurance companies with insurance-focused recommendations, while others work for investment companies with investment-focused advice, while Fee-for-Advice advisors, on the other hand, provide fiduciary-based plans.

Our approach is to be compensation agnostic, placing you at the center of the financial plan. We tailor our recommendations to your unique situation, whether it involves Solutions-Based Planning or Fee-for-Advice Planning.

The right products and services to fit your needs.

As a Northwestern Mutual financial professional, I have access to a wide range of financial options, both within and outside of Northwestern Mutual products. Our recommendations are customized to your unique goals and plan.