David Klein, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

A Message from Dave Klein

Our mission is to help you achieve clarity, confidence, and peace of mind for your financial future. 

We begin by listening to your values and understanding your vision in order to thoughtfully evaluate the optimal financial solutions for your family.  By taking time to connect, educate, and partner with you, we create a holistic plan designed to help you maximize wealth while appropriately managing risk.

Our desire is to build lasting relationships with your family to provide guidance through all of life’s changes and for generations to come.   Our approach is authentic and collaborative, helping you to gain new insights, develop innovative strategies, and build financial security.

We are committed to helping you achieve your goals and are excited to partner with you throughout your financial journey!

 

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

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.