Walter F Putnam, CLU®, ChFC®, CFP®, AEP®

Wealth Management Advisor

" Helping to Create Peace of Mind in a Complex World "

        

                                                MISSION

Help busy successful people organize and plan for their future

 

                                     VALUE PROPOSITION

Create and deliver a comprehensive wealth management plan for each client allowing them to focus on and put their vision into action.

 

                                          PROOF POINTS 

Thirty seven years of successful, professional relationships built on honesty, candor and mutual trust resulting in a high rate of client referrals

Relentless commitment to excellence and integrity as primary governing rules

A passion for constant, never-ending improvement

Expertise in working with high net worth individuals and families

Ongoing pursuit of professional competence

                   CERTIFIED FINANCIAL PLANNER

                   Chartered Financial Consultant

                   Chartered Life Underwriter

                   Accredited Estate Planner

 

                               HOW WE DELIVER RESULTS

Provide a comprehensive wealth management plan which brings clarity to your personal and business planning goals

Provide a customized Client Engagement Road Map that crystallizes your objectives

Bring clarity, competence and management to the planning process

Hand deliver solutions that provide the freedom, flexibility and control individuals want and say they are looking for, but did not know existed

Design and deliver solutions

Leverage strategic relationships with Global Leaders in multi-manager investing

Strategic agressive listening

Seek first to understand and second to be understood

Deliver customized client services via a team of highly trained professionals with  financial expertise

 

                                          STRATEGIC FOCUS

Client Focus --Individuals who have Futures Bigger than their Past    that have built or inherited wealth

Service/Product Focus--Comprehensive Integrated Wealth Management Plans

 

Proactive Guidance for your Financial Future

 

Serving the unique planning needs of high net worth families and closely held businesses enabling them to help protect and perpetuate their private wealth

 

                      

 

 

 

 

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