What We Do

Our practice as a Wealth Management Company involves working with individuals, families, retirees and business owners. The relationships we have with our clients enable us to provide you with the guidance to make smart decisions about your money.

With individuals and families, our focus is financial security from investments, insurance and estate planning. When working with business owners, we focus on 401(k) plans, group benefits and business succession planning.  With Mike's background as a CPA and CFO, we are well versed in group benefits and retirement plans from a buyer’s prospective.

Whether you are concerned for your own financial needs or those of your family or your business, we can help you identify your needs and provide complementary solutions.

Team Headshot

Financial planning

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.

Investments: invest in your best life.

With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. We focus on long-term investment strategies to give you more confidence and help make sure that the growth potential and management of your money isn't left to chance.

Advisory programs

When you're looking for hands-on investment advice and ongoing portfolio oversight, we'll guide you through the investment process and choose one of our Signature Advisory Programs that's right for you.Find out more

Brokerage services

You'll have access to investment vehicles to help build your ideal portfolio—no matter your goals or life stage. Plus, we'll help you navigate your choices and connect you to the right investments to help take you where you want to go.Find out more

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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