Chris Brennan, WMCP®

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.

 

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.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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