Shawn W Phelps, MBA

Wealth Management Advisor

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, we can help. We understand the complex financial issues and the ways in which these issues might affect your future.

Financial planning requires a commitment of time—yours and ours. Our team will work to understand your current personal and financial circumstances and your goals for the future. We do more than determine a planning solution - we will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

As your needs evolve over time we can make the changes necessary to your plan protecting your overall financial picture for the future.

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

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.

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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