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.


Forbes 2020 Top Women Wealth Advisor logo

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.

Jennifer B. Torrey, CFP®, CLU®, RICP®

Wealth Management Advisor

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

4 Key Things to Know About the Coronavirus Stimulus Package

The coronavirus stimulus package is designed to bolster the economy and help Americans impacted by the coronavirus. Read more.

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