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OUR PRIME DIRECTIVE

To help people to discover the true meaning of wealth in order to help them fulfill their financial dreams and achieve their philanthropic vision.

Wealth is not limited to having money. True wealth is defined as the ability to experience and enjoy God’s blessings such as family, friendship, and serving others. God is the source of all gain, and apart from him we are unable to amass real wealth. We were designed as caretakers of God’s assets, so our spending and investment habits are an extension of his will.

It is a privilege to manage and help others manage God’s riches and take care of the world in which we live. In the end, it doesn’t matter what or how much we possess-it’s about what we do with the things that we have been entrusted to us that really matters.

We see money as an instrument to help you enjoy your blessings and a tool for spreading love and goodness throughout the world. Our ultimate vision is to shape our clients into excellent financial stewards.

 

OUR MISSION

To honor our calling as Financial Advisors and Philanthropic Mentors by providing world class financial services and charitable planning based on passion, integrity and education….and helping people discover the real meaning of “wealth“ along the way.

 

OUR VISION

A world where every generation is inspired to include charity in their financial plan.

 

OUR CREED

We believe in God, family, and community (in that order).

We believe in the goodness of humanity.

We believe in treating others how you would like to be treated.

We believe in financial education for peace and harmony for families, marriages and individuals.

We believe you cannot buy the most important things in life.

We believe in empathy and compassion.

We believe in integrity and doing the right thing, always.

We believe in pursuing life goals through proper management of one’s resources.

We believe that wealth is not limited to currency.

We believe in pursuing balance in life.

We believe in giving and serving others selflessly.

We believe that your alignments are more important than your assignments.

We believe in excellence in everything we do.

We believe in providing a World Class Experience.

We believe in diversity.

We believe in faith, hope and love.

Volunteer

Karin V Larrave

Wealth Management Advisor

 

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