There is no greater wealth in this world than peace of mind. We help our clients simplify their financial lives to bring them closer to achieving that peace for today and tomorrow through lasting, meaningful relationships based on trust and integrity.
CORE VALUES
Courage
Willingness to have tough conversations.
Mutual Respect
Listening, appreciating differences, treating others fairly, caring.
Excellence
Pursuit to create alignment, consistency of performance, growth, high standards.
Accountability
Getting it done, being responsible, doing what one says they will, counted on, taking ownership.
We're top ranked by Forbes
Jim Meanix and Zach Wineland have been recognized as Top Financial Security Professionals by Forbes, while Jim has also been named a Best-In-State Wealth Advisor by Forbes. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Forbes Best-In-State Top Financial Security Professionals list (July 2022,2023,2024), research and ranking provided by SHOOK Research, LLC. Based upon data as of December 31st of the preceding year. Forbes “Best-In-State Wealth Advisors" list (April 2023), research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Forbes “Best-In-State Wealth Advisors" list (April 2022), research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.