Confidence Through Clarity

Team

The Atrium Financial Group’s disciplined approach allows you to unplug from your busy world and take some time to focus on what is important: family. Once you see your future clearly, we design a personalized plan that allows you to make intelligent and informed decisions about your life rather than the emotional ones. Having Confidence through Clarity allows you to live life by design not by default.

Our dedicated team will be your partner throughout this journey. We use cutting edge strategies and techniques, producing positive outcomes for you and your family for generations to come. Regardless of how complex or volatile the economic environment, you become the hero of your own financial life.

 


We have one of the best teams around

The Financial Times has recognized The Atrium Financial Group as one of the top financial advisors in the country three years running. Many thanks to our hardworking team and our incredible clients. We couldn’t have done it without you.

Financial Times Top Advisors of 2020

The Atrium Financial Group Featured in Fortune, Forbes, Bloomberg Businessweek & Money

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.

William J. Newman, CFP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


The Atrium Financial Group

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

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

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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