Mission

"To provide peace-of-mind and financial security
while coaching clients to and through retirement."

Patrick J. Stoll signature

Comprehensive Financial Planning and Guidance

Patrick Stoll is a veteran Wealth Management Advisor and Retirement Income Certified Professional (RICP®) with over 19 years of experience delivering comprehensive financial guidance to his clients.

Over the years of building his successful financial planning business, Patrick noticed a trend amongst his clients. Although they all agreed on the importance of having a financial plan, life's nuances often moved it to the bottom of their to-do lists. As a result, they had many open questions about the future and were often burdened with unnecessary concerns, such as:

  • I think I am on the right track, but am I really going to be okay?
  • Will all of the planning I have done actually deliver the lifestyle and legacy I worked hard to provide?
  • Is there a chance I could outlive my money?
  • What happens if we need care down the road?

Backed by the extensive resources of the Northwestern Mutual Wealth Management Company, Patrick has partnered with business owners and affluent families to help steer them toward financial success. Patrick specializes in helping clientele within 10-15 years of retirement (a time period Patrick calls the “fourth quarter”) understand the changing nature of retirement planning. He shifts the focus away from “hitting a number” and steers it toward establishing a real distribution strategy. His hope is that this approach will truly allow his clients to experience “peace-of-mind” about their financial future—to the day of retirement and beyond.

Trust is the most important aspect of your relationship with your advisor.

Click here to run a FINRA broker check on Patrick.


New State-Of-The-Art Process for Retirement Planning

Utilizing Northwestern Mutual's innovative and patent-pending retirement income planning process, Patrick Stoll helps his clients develop and implement a complete, customized retirement plan that helps to optimize their income and manage their risk throughout their life.


Resources for Retirement

Are you 10-15 years away from retirement? If so, Patrick Stoll recommends these relevant articles:

Click here to read more.


Resources for Business Owners and Entrepreneurs

Do you own or operate a business? Patrick Stoll recommends these relevant articles:

Investing is not the same for everyone. Patrick Stoll works with business owners in particular to take advantage of unique investment opportunities at each stage of their business.

Patrick J Stoll, CFP®, RICP®

Wealth Management Advisor

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