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.

James M. Siegel, CFP®

Wealth Management Advisor

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

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

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.


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