Battles aren’t lost in the field; they’re lost in the planning.  That’s why investors need a long-term financial plan that fits their life goals.  Since 1990, the sole purpose of our practice has been helping clients achieve their personal financial security objectives.

We are financial advocates, working with a select group of individuals and families to deliver a comprehensive, proactive approach to financial planning—from investments and cash flow analysis to tax efficient strategies and estate planning.

Our priority is managing wealth with the highest standard of care and providing financial advice to help you get to the life you want to live. We accomplish this by following our five guiding principles:

  1. Integrity: Dealing with others in a straightforward way.  Keeping promises.
  2. Excellence: Constantly striving for superior quality.  Finding new & better ways to help our clients achieve their goals.
  3. Caring: Having a personal interest in and showing sincere concern for our clients.
  4. Positivity: We are hopeful about the future and work towards a positive outcome in all situations.
  5. Accountability: We are open to feedback from our clients as part of the ongoing learning process. This approach helps us to better serve you.

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

John Solon Patterson, CFP®, CLU®
Wealth Management Advisor


The Patterson Group

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What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

 

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