Our Mission

Our purpose is to help our very busy and successful clients do the financial planning they know they need and want to do, but because of family, work and other obligations, it doesn’t get done. Our executive clients have reached or will reach the pinnacle of their professions by focusing on their career, often at the expense of their own financial planning needs. My role is to be their personal CFO.


Location

Our practice is located at:

432 Main St
Bennington, VT 05201
Phone: 802-447-1198

Get A Map

Please note: We have two locations. My personal practice is located in Vermont at the address listed above. Please contact me here for all appointments.

I am also the Managing Director of our office located in Poughkeepsie, NY.


 

Paul A Phelps, MSFS, CLU®, ChFC®, AEP®, CASL®

Financial Advisor

What’s in the Final Senate Tax Bill, And What Could Still Change?

See the differences between the Senate tax plan and the bill that passed the House. Read more.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

 

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