Chris Brennan

Wealth Management Advisor

  • Office 617-531-9667
  • Mobile 617-721-8840

Plan with Purpose.

Live with Curiosity. 

As a Financial Planner, my top priority is to help my clients achieve the goals they define for themselves. By listening, understanding what matters most, and helping to solidify what those goals are, my responsibility then becomes building a roadmap to success. Everything we do together is based on the understanding that life is constantly changing so our plan needs to be nimble enough to change accordingly. I am committed to building longstanding relationships and growing alongside my clients for years to come.

The plans my team builds for our clients focus on three specific areas - Risk Management, Asset Management, and Tax Management. By addressing the Risks early on, we can help ensure that our short & long-term savings objectives will be achieved, regardless of what may happen. We are extremely mindful of the tax implications of any recommendation we make, with the intention of helping you be as efficient and effective with each dollar you allocate towards your plan.   

 

Financial Representatives do not give legal or tax advice.  Taxpayers should seek advice based on their particular circumstances from an independent tax advisor.

 

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

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