Capital River Wealth Management

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Introducing Capital River Wealth Management

In today's complex world, freedom comes in many forms. It might be the ability to pursue your hobbies, or to enjoy your relationships. However you define it, freedom involves time--and the ability to spend it the way you want. Financial security is the ability to spend your time the way you choose--and knowing that those you love and who depend on you have the same opportunity. Working together, we can identify the financial goals and solutions to help provide the freedoms of financial security for you and your family.

Our Mission: To bring passion, purpose, and partnership in helping you provide long-term financial security for yourself, your family, your business and your community.

  • Passion - A powerful and contagious emotion that moves you to act on the most important aspects of your life, and helps others to make their intentions become reality.
  • Purpose - A reason for doing something. The grounding belief in something long term, usually bigger than yourself, that gives meaning to current decisions and activities.
  • Partnership - A collaboration toward a common vision or purpose. A long term relationship of substance and depth, in which the participants can be counted on a relationship of value.
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CFP®, CLU®, CLTC ®

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Watch this short video to learn what you can expect when working with me

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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.