Mission Statement

We help clients take control of their personal planning.  
Through effective listening and research and analysis we help determine the relevant and effective action plan for insurance and investment planning.  
Once this is determined, we make sure it happens while keeping an eye on all the details.  

We act as your partner with your financial planning, you do the fun stuff...both now and with a clear idea of what your future looks like, we'll do the heavy lifting...executing and monitoring.

Let me help you ensure your financial future is all you want it to be.


Matthew E. Greene, CLU®, ChFC®, CFP®

Wealth Management Advisor

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.


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