Our Mission
To create efficiencies within our client's financial lives so that they can achieve better and more rapid financial success.
Developing custom financial game plans designed to maximize every opportunity for success
At our wealth management practice, competition is in our DNA. It inspires us daily to pursue peak results for our clients and is the fuel that drives our approach to financial planning. This spirit can be found with everyone on our team, and we believe, is the essence of the winning partnership that we enjoy with our clients.
Our Approach
Each of our clients is unique with very personal goals and objectives. We collaborate as a team to develop a highly customized financial game plan that reflects our clients' definition for success.
While each plan is very distinct, there are key principles that we adhere to in every financial game plan:
Defense wins championships – Protecting your wealth and managing risk
A game of inches – Success often comes down to the small details
Be opportunistic on offense – Identify unknown opportunities
Be disciplined – Stick to the game plan
Our Competitive Advantage
Our practice delivers the benefits of years of experience and deep industry knowledge. Our greatest expertise lies within the pharmaceutical and medical device industry.
Jay D'Entremont has been working closely with employees of Johnson & Johnson for more than 18+ years. With over 300 clients at J&J, we have extensive knowledge of the benefit packages and how to help successfully integrate them into a customized financial plan.
The majority of our clients are Directors and Executives who typically have a lot of the fundamental financial pieces in place. Through a detailed assessment, we create a cohesive plan to help ensure efficiencies across the board, with a goal of achieving financial freedom sooner than expected.
Finding Your Investment Balance
When investing, it's important to not focus all your efforts on one thing, or in one place or you could lose everything. This video illustrates why it's so important to spread investments across various asset classes.
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
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.
