Your Future is Now

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Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing a team that has the ability and resources to best address those needs is the next.

The Atrium Financial Group is here to listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

We call it Confidence through Clarity.

Let The Atrium Financial Group help you ensure your financial future is all you want it to be.

 


William Newman Named to 2018 Financial Times 400 Top Financial Advisers

Financial Times 400 logo

March 22, 2018– William Newman is pleased to announce that he has been named to the 2018 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisors at national, independent, regional and bank broker-dealers from across the U.S.*

*The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

William Joseph Newman, CFP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


The Atrium Financial Group

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

See Your Complete Financial Picture

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