Live Life Fully.™
We Are Top Ranked by Forbes Magazine!
Congratulations Monica! Monica Sinha has been recognized by Forbes for the following awards:
- Forbes Best-in-State Wealth Advisor 2022
- Forbes Best-in-State Financial Security Professional 2022
- Forbes Top Women Wealth Advisor 2023
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" LIST (APRIL 2022), RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH, LLC. BASED UPON DATA AS OF 6/30/2021. FORBES BEST-IN-STATE TOP FINANCIAL SECURITY PROFESSIONALS LISTS (JULY 2022). RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH. BASED UPON DATA AS OF DECEMBER 31ST OF PRECEDING YEAR. FORBES “AMERICA’S TOP WOMEN WEALTH ADVISORS” LIST, FEBRUARY 4, 2023. RESEARCH AND RANKING DEVELOPED BY SHOOK RESEARCH, LLC. BASED UPON DATA AS OF 9/30/2022. NORTHWESTERN MUTUAL AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING LISTS, BUT DO PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.
Our team is committed to providing clients with the ability to align where they are with where they want to be in the future.
We specialize in helping clients in their 50s and 60s create and implement an efficient retirement distribution strategy. Our holistic financial planning process quantifies financial capacity, so our clients can ‘live life fully’. Our clients are family-oriented, busy professionals that value delegating their financial planning to our team.
Our approach to financial advice is rooted in an expansive knowledge and experience within the field, as well as a belief in a personal relationship with each of her clients.
We are committed:
- To first seek and understand our clients' goals and objectives
- To develop a trusted client/advisor relationship
- To partner with our clients on an ongoing basis to help them achieve financial independence over their lifetime
- To be lifelong learners and provide expert guidance