"Ben Harvey and his team have made our transition to retirement very enjoyable with the confidence that we could live the lifestyle we envisioned and not outlive our savings. We view Ben and his team as more than investment advisors but as friends who have come along side us to help us acheive our retirement goals."              

~ Chuck and Shelley Winter


"Ben Harvey along with his entre team of dedicated professionals have earned my family's utmost confidence and trust. Ben and his team have been absolutely integral in planning and implementing our wealth management strategy, estate plan, family trust and establishment of our last will and testament. Ben and his team have become a trusted part of our family. This team is amazingly well versed at integrating all aspects of our financial plan to include investments and critical life insurance products to optimize our portfolio and estate plan and to protect our family. Ben has assembled a remarkable and comprehensive team of professionals committed to reaching the highest levels of certifications in their field. Their holistic approach is comprehensive and extremely thoughtful. I couldn't imagine planning my retirement needs and implementing a thorough financial strategy without Ben's meticulous and dedicated guidance."

~ Donald W Sheets, Jr.



The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

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

Summation Wealth Group


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