“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

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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