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 Representative

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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