A Message from Chris Welton

We are a financial planning firm that will help you through each stage in the financial planning process.  We work with professionals, high net worth individuals, businesses and institutions.  My personal passion is to help individuals, couples and businesses design and implement comprehensive plans to align their intentions with their actions and to achieve their goals.

I am confident we can provide innovative solutions, using world-class insurance products and internationally recognized investment strategies. Whether you are focused on your own financial needs, or the needs of your business, we can help you identify a comprehensive plan to help you achieve your goals.

Our Mission

"Our mission is to surround you with a team of experts who are experienced and thoughtful in helping you achieve financial health by aligning your intentions with your actions."

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Christopher Edward Welton, MBA, CFA®, CLTC

Financial Advisor

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Financial Bootcamp for New Parents

How children can impact your finances and how you can best prepare for it. Learn more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck