Your home for integrated wealth management planning.

You’ve worked hard to save and plan for your future.

Now it’s time to create an integrated plan that seamlessly blends the very best offensive and defensive strategies. One plan to build wealth and manage risks. With deep roots in financial planning, our team focuses on aligning your goals with a strategic roadmap that delivers peace of mind and clarity.

Our clients appreciate that we’re transparent about fees and foster open communication. You’ll find our expert planning process refreshing and straightforward.

Our talented team is backed by the collective wisdom and resources of a Fortune 500 company, with all the personal service and attention of an exclusive practice.

Let’s talk more about your goals.


Team photo


James R. Campbell, CLU®, ChFC®

Wealth Management Advisor

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To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

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