Our Philosophy

LISTEN AND LEARN

Wealth management is a process that must be customized for each client, not a product that is the same for everyone. We ask about your unique values and pay attention to what you have to say, so we can help you clarify your goals and priorities. Once we fully comprehend your circumstances, we start identifying paths for advancement and possible hurdles. We have found that this process leads to highly successful and personalized financial plans.

Wealth Optimization graphic
Copyright 2019 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.
Ben Feldman is a Fee-Based Planner