Our clients span across the country and throughout industries. From retirees to high-ranking corporate executives, from hedge fund managers to business owners. Our firm is uniquely positioned to deliver the greatest value and provide the most significant impact to these types of individuals and their families.

 

My team and I can provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. When it comes to implementing solutions, our strategic partnership with Northwestern Mutual affords our clients access to the resources of a world class financial institution along with the service that can only be provided by a boutique firm

 

 

Wes' Mission

"My mission is to actively engage clients through a series of thought-provoking questions that will uncover a variety of financial needs and wants. My process will help inspire and motivate people to take action and become more financially secure." - Wes Pruitt

 

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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Wes Pruitt, CLTC®

Financial Advisor

Register for your Northwestern Mutual online account

Sign up today to get a complete view of your financial picture and the added convenience of eDelivery. Not a client yet? No problem. Register for a free account to see your finances at a glance, track your spending, and more.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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