Professional
Our Mission
Our mission is to help our clients create, manage, and protect their wealth.
Our Investment Philosophy
We believe in a disciplined investment approach with a long-term perspective based on diversification across broad asset classes and a long-term view of markets and performance. Some highlights from our investment philosophy:
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Create a financial plan consistent with each client’s unique objectives, risk tolerance, time horizons;
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Determine a diversification strategy using asset allocation analysis;
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Use professionally-selected, quality instruments designed to match the client’s asset allocation strategy; and
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Rebalance your portfolio periodically to keep your investments in line with your risk tolerance.
This financial disciplined approach removes emotion from the decision making process.
Northwestern Mutual Wealth Management Company
Our services are offered through Wealth Management Advisors, a national network of highly-credentialed professionals. Wealth Management Advisors have years of practical experience helping to guide individuals to financial security.
Professional Designations
Certified Financial Planner (CFP®)
Series 7 General Securities Representative
Series 65 Investment Adviser Representative (IAR)
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Specialties
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Fee-Based Financial Planning and Consulting
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Investment Advisory Services
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Estate Planning
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Special Needs Planning
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Charitable Giving Strategies
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Trust Services
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Pre and Post Retirement Planning
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Business Services
Associations, Awards and Recognitions
Awards are not offered by Northwestern Mutual Wealth Management Company. Awards do not relate to Northwestern Mutual Wealth Management Company products or services.
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Certified Financial Planners Board of Standards since 2000
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Society of Financial Professionals since 1999
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National Association of Insurance and Financial Advisors (NAIFA) since 1977
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In July 1976, Hunter became one of the original members of the James Oravec District Agency for the Northwestern Mutual Fairfield, Connecticut District, which is now the Fairfield Financial Group.
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Million Dollar Round Table, Life Member (1988-2009)
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NAIFA National Quality Award (1981-2009)
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