Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future.

Expert Guidance and Innovative Solutions

As a member of Northwestern Mutual, I have access to some of the most specialized financial expertise in the country. I am also able to provide you with high quality risk management and investment solutions.
 
Helping my clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. My commitment to you is to call on the full capabilities of Northwestern Mutual, drawing upon my own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.
 
Along the way, my hope is that we establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.  

My Mission

As a Northwestern Mutual Financial Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

Rita Loventhal Wins Community Service Award from the Northwestern Mutual Foundation

Hadassah, The Women’s Zionist Organization of America, Inc. is receiving a $10,000 grant from the Northwestern Mutual Foundation in recognition of Associate Financial Representative Rita Loventhal's outstanding volunteer involvement, as part of the company’s 17th annual national Community Service Award program. Loventhal is one of 26 financial representatives being recognized as top volunteers. Since the start of the Community Service Award program in 1995, the Northwestern Mutual Foundation has donated more than $3 million on behalf of its representatives to over 300 non-profit organizations across the country.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Wm G Loventhal III, CFP®, CLU®, RICP®, AEP®, CASL®

Financial Advisor

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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