James M. Siegel, CFP®, CLTC

Wealth Management Advisor

Educate. Execute. Enjoy.

On our team, we seek to first be relational with our clients. Our goal is to meet you in whatever life stage you're in and to be thoroughly aware of your hopes and dreams.  We then consider a financial plan uniquely designed to help take you from where you are now, to where you want to go.  Lastly, we will help you remain accountable to the actions required in executing on your plan.

At its core, our mission is to help our clients achieve their most true desires.

Ask the Expert: What Impact Can North Korea Have on Your Portfolio?

In this month’s chat, we’re talking about political risk and your investments.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

Two Ways the Northwestern Mutual Foundation Supports Children and Families in Need

Can childhood cancer be beaten? We believe. That’s one of our charitable initiatives to help children and families in need. Learn more


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