Our Culture of Caring, Passion and Expertise Ensures an Exceptional Client Experience

We put the same thought and care behind each client's experience that we would provide to our own families.  Our team is dedicated to providing exceptional wealth management services by forming partnerships built on trust, understanding and thoughtful advice.

Our main priority is to understand our client's situation and to help them choose the best plan that fits their personal or business needs.

We see a client's plan as a start to an on-going relationship. When circumstances change so will your plan; we are here for the long-run in your life marathon and will walk you through the entire process to help you reach your goals, no matter what happens along the way.

We are committed to a relationship built on trust and integrity, striving to provide each client with the highest quality and personal care for the best client experience.

Our commitment is to our clients.


Altius Wealth Group

Our team is award-winning

Jennifer Torrey has been recognized by Forbes and Working Mother as one of the top wealth advisors in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Best-In-State Wealth Advisors 2022
Forbes Best in State 2021 logo
Forbes Best in State 2022 logo
Forbes 2021 Top Women Wealth Advisor logo
Working Mother Top Wealth Advisor logo

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Altius Wealth

Jennifer B. Torrey, CFP®, CLU®, RICP®
Wealth Management Advisor


Altius Wealth

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.