Felipe Andres Navarrete

Managing Director

  • Mobile 407-325-0426
  • Office 407-440-6008

THE LEGACY STARTS WITH YOU      LAYING THE CORNERSTONE OF WEALTH FOR FUTURE GENERATIONS


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O U R   V I S I O N   |

We are dedicated to giving you a customized wealth management experience, tailored to your unique situation and values. Our team of experts provide clarity and trust through transparent service; helping your family and/or business grow and protect its long-term financial health.

While strategizing your plan, our mission is to pave the road to your dreams and safeguard against the uncertain future. The legacy starts with you— laying the cornerstone of wealth for future generations.


T H E   D I F F E R E N C E   |

Mutual Company

Being a mutual company means we've been there for our clients since day one - and will continue to be - because we report to them, not Wall Street. Instead of having to worry about short-term gains, we take a long term approach - both in the way we help people plan, and in the way we do business. 

Comprehensive Approach

Our areas of expertise extend to all critical aspects of wealth management including Planning, Investment, and Insurance, regarding but not limited to: 

  • Family
  • Retirement
  • Education
  • Estate
  • Business

When you allow a firm to manage your wealth collectively, you give your portfolio the opportunity to work as synergistically as possible. This is achieved by an aligned strategy, no barriers of communication, and access to all relevant portfolio data.

Complementary Consultations & Planning

At Northwestern Mutual, you don't pay anything unless you decide to follow through with your customized plan that aligns with your goals and situation. We work hard for all existing and potential clients, maintaining a reputation for trust and diligence.

Register for your Northwestern Mutual online account

Sign up today to get a complete view of your financial picture and the added convenience of eDelivery. Not a client yet? No problem. Register for a free account to see your finances at a glance, track your spending, and more.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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