Designing Wealth: Empowering Creatives to Thrive

Hello, fellow Go-Getters!

Are you excelling in your career yet anxious you haven’t saved enough? 

Would you consider your finances a hot mess?

Are you seeking guidance for smart financial decisions? 

You're not alone. 

 

We specialize in unraveling the complexities of financial planning for creative minds like yours. 

Let us help you strategize and organize your finances by working together to build a financial plan which may provide clarity and peace of mind. Embark on your wealth exploration, and with our partnership, you'll form a resilient foundation to creatively navigate life's surprising turns or delve into your next inspired project.

It's time to prioritize you and your future, because you've earned it. 

Creatives + Women + Business Owners

Crafting Clarity in the Chaos  

Our clients are a diverse group, sharing a common thread of being tenured, driven, entrepreneurial, and creatively inclined. Many excel not just in earning money but also in embracing a life filled with creativity and passion. They are optimistic, generous, authentic, abundant, adaptable, family-focused and fun.  They are no longer in the early days of their creative pursuits. They are thriving and navigating changes in their personal and professional life. They define success on their own terms. 

 When we say "creative" we include:   

Dynamic creative professionals like artists, producers, and writers.  

Individuals that take a creative approach or mindset to their work such as entrepreneurs and sales professionals.

Questions our Clients Often Ask 

How do I strategize to help reduce taxes?

What options do I have?

How do I ensure I have something to fall back on?

How can I navigate a divorce?

What should I consider when I'm changing careers?

Team Photo

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.