Our Mission

We are a devoted group of professionals, thoughtfully serving clients with innovative and effective wealth-planning solutions.

Our Values

We are committed to...

...honoring relationships through humble listening and respect. We seek to understand our clients' vision of financial security and help guide them to their ultimate outcome.

...excellence through stewardship. We strive to match complex planning with our products in order to provide a lifetime of value for our clients.

...working as advisors. We implement recommendations that are strictly in the best interest of our clients.

Wealth Management Services

Our training and experience allows us to deliver elite financial security solutions.  We offer both proprietary and non-proprietary products to maintain the highest quality of standards in advising our clients on income security, insurance, investment management, financial -planning, risk management and retirement planning.

Boutique Services

For those seeking a more customized approach, we have an exclusive option for a select number of clients to provide an in-depth discovery process and wealth care services encompassing:  pre-retirees, newly retired, business owners, succession planning, non-qualified planning for highly-compensated individuals or in-depth planning for those with multi-generational estate goals.  The all-inclusive services provide you with planning towards tax-efficient wealth creation, preservation and distribution strategies.  Our expertise in client education in both conventional and non-conventional financial strategies allow us to come alongside you in developing a solid, realistic financial plan to achieve the security of financial independence and legacy visioning enabling you to honor those you love.

Planning for Financial Security with Northwestern Mutual

Learn how we can help you achieve your goals with our unique planning process. Our comprehensive approach to personalized financial planning can help you achieve the future you envision.

Benjamin Joseph Harvey, CLU®, ChFC®, CFP®
Wealth Management Advisor


Summation Wealth Group

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