We believe families should feel empowered by their finances.  Our team helps every household align their vision with action & planning.  Each Financial Plan is custom-tailored and backed by a company with the highest financial strength ratings.*

Our team helps implement customized Financial Plans that align your wealth accumulation, preservation, and distribution goals through thoughtful integration of risk management, tax-efficient portfolio strategies, and estate planning techniques. 

Niche expertise in serving:

  • Technology Professionals - extensive experience working with Amazon, Microsoft, Google, and Facebook. Significant percentage of income/balance sheet in the form of company stock (RSU, ISO, NQSO, ESPP).

  • Approaching Financial Independence - households aiming to be financially independent of their profession within the next 5-10 years. Extensive experience in safely designing income strategies for retired households. 

Working through Northwestern Mutual affords our clients access to the resources of a world-class financial institution along with the service that can only be provided by a boutique firm. 

Our team looks forward to working with you.

Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual’s comprehensive approach to personalized financial planning can help you achieve the future you envision.

 

*Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), May 2019; 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.

 

Christopher M. Kaminski, CFP®, CLU®, CLTC®

Wealth Management Advisor

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

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