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


When will you stop working? How will you generate income? How much can you spend?

The transition to retirement looks different for everyone, but the universal questions are the same. A comprehensive retirement strategy is even more nuanced than financial planning during your working years.

Our team is versed in it all. We’ll work through the issues, big and small, to help ease you toward successful retirement years. Some considerations:

Budget Considerations Social Security Optimization
Pension Options Tax Considerations
Portfolio Strategy Required Minimum Distributions
Housing Decisions Withdrawal Rates
Loss of Spouse Inflation & Market Risks
Age-Related Risks Life Insurance Usage
ROTH Conversions Portfolio Rebalancing


The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern 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 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

James R. Campbell, CLU®, ChFC®

Wealth Management Advisor

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video. The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.


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