“Building and protecting wealth since 1977”

Team Mission Statement

Jay and his team believe each client deserves a financial future that is all they want it to be.  As knowledgeable professionals, the team's vision is to help clients build and protect wealth.  This will be achieved by providing quality products with exceptional service and integrity while building enduring relationships.  

Jay Lipman has been a Financial Advisor with the Northwestern Mutual since 1977. Jay is committed to providing his clients with the tools, products, and services that meet their individual needs at every stage of life. 

Plan Now for your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

As your Wealth Management Advisor, Jay  will listen, clarify, and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Let Jay Lipman help you ensure your financial future is everything you want it to be.

Jay Lipman, CLU®, ChFC®, CLTC

Wealth Management Advisor

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.

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.

 

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