MY MISSION:

My Mission

Since starting his career with Northwestern Mutual in 1998, Tom has created a thriving financial services practice focused on working with professionals employed in a broad range of industries and services, which has translated into a powerful and diversified client base.

The core of his clientele consists of successful sales professionals, corporate executives, owners of closely held corporations, and specialty physicians. The most common industries his top clients work in have been technology, healthcare and finance.

Tom has built trust with his clients through consistency, leadership, and highly personalized service. He has a tremendous attention to detail and a deep knowledge of the areas of risk management, wealth accumulation, wealth preservation and income distribution planning.
 
Tom's main objective in working with clients is to provide them with the peace of mind that they have a plan, are executing the plan and will ultimately acheive their dreams of financial security.
 
Through his time tested commitment of meeting and impacting new clients while effectively serving his existing clients, Tom has earned many industry and company accolades.  He is a Life and Qualifying Member of the Million Dollar Round Table and has qualifed for Northwestern Mutual's Forum Membership multiple times. These memberships indicate Tom's status as being one of the highest producing Financial Advisors at Northwestern Mutual and worldwide.

Thomas J Rossi, CLU®, CFP®

Wealth Management Advisor

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

See what our version of financial planning looks like.

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Good News for Our Clients

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

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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