Joshua Jenkins has been named to the 2022 Forbes Best-In-State Top Financial Security Professionals List.   

Our mission is simple yet powerful: We are focused on providing customized, objective, and top level wealth management advice. We want to build generational wealth for our clients that transcends just getting on “track”.

Whether you are a real estate mogul, business owner, professional athlete, or high net worth earner there are gaps in planning that we help uncover. Our first meeting would be to see where you are, where you want to be, and what you have DONE to get yourself there. We are not in business to replace relationships, but find that not many have the focus on tax efficiency, investment strategy, and most importantly we work with your best interest in mind on YOUR side of the table.

Building a legacy comes from working with an enduring firm. Through multigenerational planning, we will help you protect your life’s work.

Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of December 31st of the preceding year.  Research and ranking provided by SHOOK Research.  Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s).  Rankings and recognitions are no guarantee of future investment success. 

 

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, 20211
  • We're one of the Top U.S. Independent Investment Broker-Dealers.2
  • In dividends expected to be paid to policyowners in 2023.3
  • AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
1©2017-2021 and TM, NerdWallet, Inc. All Rights Reserved.

2Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2020 revenue. Sources: Financial Advisor and InvestmentNews, April 2021, Financial Planning, August 2021.

3Dividends are reviewed annually and are not guaranteed. Some policies may not receive dividends in a particular year or years even while other policies receive dividends. For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits.

4Northwestern 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), May 2021; Fitch Ratings, AAA (highest), December 2021; Moody's Investors Service, Aaa (highest), December 2021; S&P Global Ratings, AA+ (second highest), July 2021. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

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