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.

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

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

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.


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