Helping people define, create, and enjoy 
financial independence.

 

OUR MISSION is to flip the traditional model and change the approach to financial planning. We help you make the switch from having your investment results drive your life plan, to enjoying a life plan that is the sole driver of your financial plan.

As your financial PARTNER, we help you imagine YOUR IDEAL LIFE, give you the clarity and perspective you need to know what's possible, and deliver a comprehensive FINANCIAL PLAN to help you make your vision a REALITY. 

 



 

Seth Weinstein
Financial Advisor


The Weinstein Group

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