James M. Siegel, CFP®

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.

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

See what our version of financial planning looks like.

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Good News for Our Clients

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

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.


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