Matthew Thomas Prunier, CFP®, CLU®, ChFC®

Wealth Management Advisor

While the comprehensive financial planning work we do is always fully customized for the clients we serve, our approach is consistent and always based on the following core beliefs:

We do what’s right.

With every important decision, we ask ourselves “Is this in the best long-term interest of our clients?” "Would we take the same action if we were in our client's shoes?"  Aligning our recommendations with our clients goals, priorities and interests is at the heart of everything we do.

We put people first.

Our business is about helping people succeed, and that starts with putting people first – our clients, employees and financial professionals. We’re passionate about helping people build financial security and believe the best way to do that is by building strong, long-term relationships; finding out what matters most to people; and providing the relevant financial guidance, tools and solutions accordingly.

We provide financial strength.

Known for our financial strength, Northwestern Mutual has the highest financial strength ratings awarded to any life insurer by all four of the major rating agencies. More than just bragging rights, it means that we’ll be here for the long term, which is a prerequisite to helping our clients build a secure future.

We take a long-term view.

As a mutual company, providing the best long-term value for our clients is something else we value. We don’t believe in chasing fads or taking undue risk for short-term gains, so we make every decision with an eye toward the future. It’s how we run our business, design our products, manage our investment portfolios and make recommendations for our clients.  

 

In the end, our mission is simple: We are committed to:

  • Helping our clients identify and articulate their vision, goals and financial priorities
  • Guiding them to the strategies that will help them achieve those goals
  • Making it easy for clients to implement those strategies

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