Northwestern Mutual Private Client Group

Jim Fitzgerald

Jim Fitzgerald

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
  • MSFS
  • CPWA®
  • CA License: #0B74433
  • NPN 1632830

3901 Westerre Pkwy Ste 300,
Richmond, VA 23233

804-762-7032
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About my practice

Jim Fitzgerald owns an integrated financial planning practice and has been providing solutions in the areas of wealth management and insurance planning for high net worth individuals for over 30 years. As the Estate & Business Planning Specialist, Jim works with business owners, professionals, and executives on comprehensive financial planning, business succession planning, and estate planning.

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Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity.

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Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Life and disability insurance, annuities, and life insurance with long-term care benefits are issued by The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM). Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

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