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Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it's a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Let me help you ensure your financial future is all you want it to be.

Wealth Optimization (Four-Step Planning Process)

With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process. Nolan Stokes uses a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focusing on what you value.

Nolan Stokes breaks the planning process into four quadrants of phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.

Northwestern Mutual Planning Horizon
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.

To learn more about the four-step planning process click here.


Our team is award-winning

Nolan Stokes has been recognized by Barron’s and the Financial Times as one of the top financial 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.

Barron’s logo reprinted with permission of Barron’s.

Also recognized by Financial Times in 2019

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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Nolan Woodruff Stokes, CFP®, RICP®, CASL®, CLU®
Wealth Management Advisor


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If you dream it, we’ll help you live it.

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