A Message from Chris Welton

I became a financial advisor because I love both the technical aspects of helping people get more value out of what they have available and also because I understand the emotional stress tied to our decisions about money. I enjoy helping clients define what’s important to them and why.  Consider me a “financial coach” - because when we talk about your financial goals, what we’re really discussing is how you feel about risk, security and your values.

We want our clients to live in “financial peace” – to be happy about their choices and to be free to do what they do best – pursue their passions and lifelong goals.  Just as it’s never too early to be proactive about your physical fitness and wellness, it’s never too early to focus on your financial health.  Let’s spend 20 minutes together on the phone discussing what money concerns you have and I’ll share strategies on how we can give you financial peace. It’s my gift to you. 

How We Do What We Do

We work with tech and healthcare professionals, high net worth individuals, and business owners.  My personal passion is to help everyone - no matter where they are in life - to design and implement comprehensive plans which align their intentions with their actions to achieve their goals.

I am confident my team can provide innovative solutions, using world-class insurance products and internationally recognized investment strategies. Whether you're 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

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.