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

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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Christopher Welton, MBA, CFA®, CFP®

Wealth Management Advisor

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

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Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

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