Professional

We help families and business owners navigate through the complex financial planning world and help them articulate and illustrate goals. We then devise strategies to help achieve those goals using our state of the art solutions and supporting professionals.

Chartered Life Underwriter - CLU®  - In-depth knowledge on the insurance needs of individuals, business owners and professional clients.

Chartered Financial Consultant - ChFC® – A focus on the financial planning process as an organized way to collect and analyze a client’s financial situation, identify and establish specific financial goals, and formulate, implement and monitor the plan that will achieve your client’s financial goals.

Chartered Long Term Care - CLTC - Advanced long term care planning.

Chartered Advisor for Senior Living -CASL® – A focus exclusively on providing you with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients.

"Our mission is to listen and guide families and business owners on their path to financial security."

Spencer L Way, CLU®, ChFC®, CASL®, CLTC
Wealth Management Advisor


Physicians Nationwide Financial and Insurance Services

 

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