Our Mission

To create efficiencies within our clients' financial lives so that they can achieve better and more rapid financial success.


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.


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

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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 15 years. With over 150 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.

Jason M D'Entremont, CLU®, ChFC®, CFP®

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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