Our Process

We start by listening, to fully understand our clients’ stories, goals, and values. For new prospective clients, we offer a second opinion where we act as wealth architects to design a custom plan based on your goals. From there, you are free to implement this plan on your own, with another advisor, or hire us as the general contractor to implement and oversee your financial plan. There is no obligation for an introductory conversation, we would love to connect! 

Ross C. Alisiani, CFP®, ChFC®, RICP®, CLU®
Wealth Management Advisor


Volition Wealth Group

 

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.