Our MISSION is to reflect the confidence, honesty and integrity that you would expect from a trusted advisor. We are committed to providing strong financial solutions that are tailored to your needs with an outstanding customer service experience.

We work diligently to exceed client expectations by adhering to our VISION: aligning values with actions.

Our PROCESS is less about products and more around results.  By carefully understanding where you want to go, we can build a plan to help you determine the best way to get there, making updates as your world changes.

 

Jeffrey S Lantz, CLU®, ChFC®

Wealth Management Advisor

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