Peace-of-Mind for a lifetime

Our commitment to lifelong learning combined with our passion for helping others fosters the collaboration needed to help those we serve enjoy a lifetime of financial security.

 

The Symphony Financial Story

Keith Spengel and Tom McBreen began with Northwestern Mutual nearly three decades ago. They both found early success and built thriving insurance practices. As the industry evolved and Northwestern Mutual added investment services to its platform, Keith and Tom embraced this change and established wealth-management businesses. Each began to notice the same gap in the marketplace: most successful people had thought about financial planning, but few had taken the time to do something about it. Perhaps they had an existing money manager, but one without the expertise or means to provide in-depth planning. This lack of structured financial guidance led to tax inefficiencies, inadequate asset allocation, ineffective distribution strategies, and incomplete estate planning. Keith and Tom saw such powerful results independently advising clients and helping them avoid these inefficiencies that they decided to join forces and deliver even more in terms of scale, scope and service.

Today, Symphony Financial has grown to a team of eleven dedicated and talented financial professionals. Backed by Northwestern Mutual, a Fortune 100*, 160-year old company with an unparalleled reputation for “doing the right thing,” they offer comprehensive, custom financial planning that provides clarity and peace-of-mind to business executives, business owners, professionals, and those already in or preparing for retirement.

*Fortune ranking as of June 16, 2016, more here: http://beta.fortune.com/fortune500/northwestern-mutual-100