Our Culture of Caring, Passion and Expertise Ensures an Exceptional Client Experience

We put the same thought and care behind each client's experience that we would provide to our own families.  Our team is dedicated to providing exceptional wealth management services by forming partnerships built on trust, understanding and thoughtful advice.

Our main priority is to understand our client's situation and to help them choose the best plan that fits their personal or business needs.

We see a client's plan as a start to an on-going relationship. When circumstances change so will your plan; we are here for the long-run in your life marathon and will walk you through the entire process to help you reach your goals, no matter what happens along the way.

We are committed to a relationship built on trust and integrity, striving to provide each client with the highest quality and personal care for the best client experience.

Our commitment is to our clients.


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We have one of the best teams around

Forbes has recognized Jennifer Torrey as one of the top wealth advisors in the country. Many thanks to our hardworking team and incredible clients. We couldn’t have done it without you.


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The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Jennifer B. Torrey, CFP®, CLU®, RICP®

Wealth Management Advisor

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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