"It is our mission to foster prosperity."
Our firm delivers comprehensive financial planning tailored to individuals and families nationwide. Several of the team have acquired the most respected designations in the industry and continue to pursue the most current education available to ensure we are providing our clients with services to help exceed their expectations. Our firm feels strongly that our profession is a calling. We genuinely find joy in hearing about our clients’ successes and knowing we had a part in helping them get there. We take pride in our tireless work ethic and making sure we have considered every possible angle as we work through each client’s personalized plan.
We believe strongly in creating a relationship for the “entire client.” We not only want to invest their money, we want to be invested in their lives, in their goals and in their family milestones. We work hard to make sure our clients are able to move forward with confidence to the next big event in their lives whether that be buying their first home, starting a family or finally getting to travel the world after retiring comfortably. Our calling is to foster prosperity in the lives of our clients and their families.
OUR TEAM IS AWARD WINNING
James Daffin has been recognized by Forbes as one of the top next-gen wealth advisors in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Forbes “Best-In-State Top Next-Generation Wealth Advisors” list, (August 2023). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.