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.

 

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