Daniel W Dittman Jr, CFP®, RICP®, CASL®, ChFC®

Wealth Management Advisor

Our Mission

We aim to be the most trusted advisors to our wealth holders whom we sit beside to create mission, vision, values driven planning.

Our Vision

We aim to be the most trusted advisors to our wealth holders.  Our team is the prototype partnership for "doing well by doing good" with wealth holder focus in the forefront of our mind.

Our Values

We are wealth holder focused with the fundamental belief of "people over profits." We are focused on long term mission, vision, values driven strategy versus short term fads.  We aim to be the most trusted advisor at the "right side of the table" with our wealth holders.  We are driven to refine our craft through increased designations and advanced certifications.  We all do well by doing good.

Our Background

Our team was formed to build a concierge style practice that enables our wealth holders to achieve their financial goals through implementation of creative and innovative solutions. Daniel Dittman, CPA, CFP®, ChFC®, CLU®, CASL®, RICP®, is our resident Wealth Management Advisor focusing on wealth accumulation and distribution strategies.  Dan spent 30 years as a CFO for two different companies, both valued at over $500 million before deciding to launch a financial planning practice with Northwestern Mutual.

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