Our Team Mission

To inspire people to define, develop & achieve their most meaningful objectives in life.  We encourage each client to have a written plan that will help them live by design & not by default.”

 

A message from Jamie Sharples

I have had the honor and privilege, over the past 20 years, of working closely with individual families and business owners to help them define and pursue their financial goals. I recognize that each client's circumstances are unique.

My responsibility to you is to work to understand your current personal and financial situation and your goals for the future, help you gain clarity and build a solid action plan that balances your short-term needs with your long-term vision.

Our team works hard to make sure each client is empowered and equipped with the tools they need to make confident financial decisions. We will stay in touch, so as your needs evolve over time we can adjust your plan to protect your overall financial picture for the future.

Whether you are looking to protect, grow or transfer wealth, I will journey with you, and together we can achieve your most meaningful financial objectives in life.

Jamie Sharples, CFP®, CLU®, ChFC®

Wealth Management Advisor

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.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

 

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