Dan A Leary IV

Wealth Management Advisor

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the best—and worst scenarios. The relationship I establish with you enables me to focus on your needs—what you want for your family and what you are currently doing.

Our Mission

Our mission is to build long-term relationships while being the catalyst that leads our clients to reach financial independence, through education, and accountability. Our focus is to help these individuals by changing their habits and expanding their dreams.

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

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

 

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