Elevating The Trajectory Of Your Future

- Volition Wealth Group


Who we are

We at Volition Wealth Group cultivate lifelong relationships with our clients, to elevate the trajectory of their lives. We do this by first hearing stories, understanding values, and inspiring dreams; from this, we build and execute plans for life. We take time to educate clients so they become fully aware of all that is possible, to maximize income in retirement, and to minimize tax exposure along the way. We help our clients by guiding them to make the right choices today, so that the have better choices tomorrow.

Who we serve

Volition Wealth Group is built to serve 300 families and businesses coast to coast, typically serving the affluent ($2M-$20M+ net worth) and the emerging affluent ($400K-$1M+ of income).

Whether you are ready to retire, or are actively building your wealth, Volition Wealth Group is ready to serve and elevate the future you define. 

Team

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.