Our Team Approach

A FACT-FINDING PROCESS LEADS TO WISE CHOICES

Our team brings expansive, complimentary knowledge to help you navigate the complexities of investing, and protecting your wealth for the long term. We give you a fresh perspective so you can answer life's big financial questions with confidence.

No matter your situation, our discovery process always begins with a personalized fact finder to elicit your needs and identify targets and objectives. Then, we present a plan to help you achieve your financial goals.

This comprehensive process yields a tailor-made wealth management plan. However, fact-finding and discovery are continuous as we understand that circumstances and needs can change.

Dwyer Capital Partners

Kevin Dwyer, CFP®, CLU®
Wealth Management Advisor


Dwyer Capital Partners

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.