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

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

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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