An Enduring Firm Managing Generational Wealth
Our clients appreciate the confidence they obtain from our sophisticated, yet understandable approach to wealth management, retirement income distribution planning, estate planning, tax efficiency, and risk management solutions organized within a custom financial plan.
60+
years of collective experience
$300M+
of client assets under management
350+
families and closely held businesses served across the country
40+
states with Foresight Financial Group clients
45%
of clients nearing or presently in the retirement distribution phase (50+)
As of 9/3/2024, Assets are under management of Northwestern Mutual Wealth Management Company. Figure refers to assets managed by NMWMC being serviced by NMWMC representatives associated with Foresight Financial Group.