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SEE THE UNSEEN



Meet the Team



WE'RE TOP RANKED BY FORBES

Forbes has recognized Cole Caruthers as one of the top financial security
professionals in Texas. Many thanks to our hardworking team, amazing clients,
and partnership with Northwestern Mutual. This wouldn't have been possible
without you.



Forbes Best-In-State Top Financial Security Professionals list (July 2023),
Research and ranking provided by SHOOK Research, LLC. Based upon data as of
12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement
on 3rd party rating or ranking lists. NM and its advisors do, however, pay
marketing fees to these organizations to promote the rating or ranking(s).
Rankings and recognitions are no guarantee of future investment success.


HELPING YOU LIVE YOUR BEST LIFE.


WHO WE ARE

We are a group of financial planners that are passionate about helping others
reach financial independence. We run a premier Wealth Management practice for
Physicians, Business Owners, and Retirees using an integrated approach to
stress-free financial planning.






WHAT WE DO:

Together, we provide Comprehensive Financial Planning, Retirement Income
Planning, Investment and Advisory Services, Risk Management, and more.




OUR MISSION:

We are here to provide a concierge financial planning process to relieve your
life of financial stress. Let us define some of these keywords and phrases:

Reduce financial stress:Reduce financial regret:Proactive relationship:Safety
Net:Education:Concierge service:

Knowing that all savings are on track for short-term, mid-term, and long-term
goals will empower you to know what is meant to be spent so you can enjoy that
meal out, and that next vacation.



Any investment that you make should first provide confidence in supporting your
goals. Your goals should still be realized despite health, job, stock market
dips, etc.



Taking a step outside of the busy, notification-driven life, and taking time to
hear what is most important to you, we will ensure the steps necessary to obtain
financial independence are always on track within your means.



We will help you ensure your plan is on track and can stand the test of time
regardless of health or economic conditions at the time. Money will support you,
and you will never have to be forced into decisions by your money.



We believe that a plan must be driven by logic and sound advice. We will be your
advocates to take action based on logic and education first to support your
goals and emotional needs being met long-term.



We value human interaction and personal service. We believe in quick turnaround,
and relentless follow through to ensure action is taken necessary for
completion.





Reduce financial stress:

Knowing that all savings are on track for short-term, mid-term, and long-term
goals will empower you to know what is meant to be spent so you can enjoy that
meal out, and that next vacation.



Reduce financial regret:

Any investment that you make should first provide confidence in supporting your
goals. Your goals should still be realized despite health, job, stock market
dips, etc.



Proactive relationship:

Taking a step outside of the busy, notification-driven life, and taking time to
hear what is most important to you, we will ensure the steps necessary to obtain
financial independence are always on track within your means.



Safety Net:

We will help you ensure your plan is on track and can stand the test of time
regardless of health or economic conditions at the time. Money will support you,
and you will never have to be forced into decisions by your money.



Education:

We believe that a plan must be driven by logic and sound advice. We will be your
advocates to take action based on logic and education first to support your
goals and emotional needs being met long-term.



Concierge service:

We value human interaction and personal service. We believe in quick turnaround,
and relentless follow through to ensure action is taken necessary for
completion.






GET A FINANCIAL PLAN THAT PRIORITIZES YOUR PRIORITIES.


HERE'S HOW I’LL BUILD YOUR PERSONALIZED PLAN:

Your plan will help you make the most of what you already have, no matter where
you're starting from, and give you a snapshot of your financial big picture.

Whether it's shorter-term goals like managing your debt, or longer-term ones
like saving for a new home, or retirement, your financial plan will show you how
you're tracking, help you understand what's working, and point out any gaps you
might have.

Looking across all your goals, you'll get personalized recommendations and
strategies to grow your wealth while making sure everything's protected. And
I'll help you determine the right moves to make today and later on. And as your
priorities change throughout your life, I'll shift the financial strategies in
your plan, too. So your plan always stays flexible, and you stay on track to
consistently meet goal after goal.






CONTACT US

5950 Berkshire Ln, Suite 500
Dallas, TX 75225
Email

TO LEARN MORE ABOUT NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC AND ITS
FINANCIAL REPRESENTATIVES, VISIT: FINRA BROKERCHECK

Visit our CLIENT RELATIONSHIP SUMMARIES (Form CRS) which provide brief
information about our firms that provide brokerage services and advisory
services.

Securities and Mutual Fund orders can only be placed by phone or in person. We
will not process orders sent electronically, including but not limited to,
communications sent via the Internet, mobile and cellular technologies, and
electronic mail. Also, communications transmitted by you electronically
represents your consent to two-way communication by electronic means. If you
receive communications in error, please contact the sender and delete the
material from any electronic means on which it exists.

© 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720
East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Depending on the products and/or services being recommended or considered, refer
to the appropriate disclosure brochure for important information on the
Northwestern Mutual Wealth Management Company, its services, fees and conflicts
of interest before investing. To obtain a copy of one or more of these
brochures, contact your representative.

Cole Robert Caruthers, Leonard J Gargagliano, George W Lubke Jr, Jacob Rhame and
Chloe Chawner use Pointer Wealth as a marketing name for doing business as
representatives of Northwestern Mutual. Pointer Wealth is not a registered
investment adviser, broker-dealer, insurance agency or federal savings bank.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life
Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities,
and life insurance with long-term care benefits) and its subsidiaries. Cole
Robert Caruthers, Leonard J Gargagliano, George W Lubke Jr, Jacob Rhame and
Chloe Chawner provide investment advisory services as Advisors of Northwestern
Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and
federal savings bank. Cole Robert Caruthers, Leonard J Gargagliano, George W
Lubke Jr, Jacob Rhame and Chloe Chawner are Agents of Northwestern Long Term
Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary
of NM. Cole Robert Caruthers, Leonard J Gargagliano, George W Lubke Jr, Jacob
Rhame and Chloe Chawner provide investment brokerage services as Registered
Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a
subsidiary of NM, registered investment adviser, broker-dealer and member FINRA
(finra.org) and SIPC (sipc.org). Cole Robert Caruthers, Leonard J Gargagliano,
George W Lubke Jr, Jacob Rhame and Chloe Chawner are Insurance Agents of NM.

The products and services referenced are offered and sold only by appropriately
appointed and licensed entities and financial advisors and representatives.
Financial advisors and representatives and their staff might not represent all
entities shown or provide all the products or services discussed on this
website. Not all products and services are available in all states. Not all
Northwestern Mutual representatives are advisors. Only those representatives
with "Advisor" in their title or who otherwise disclose their status as an
advisor of NMWMC are credentialed as NMWMC representatives to provide investment
advisory services.



Cole Robert Caruthers, Leonard J Gargagliano, George W Lubke Jr, Jacob Rhame and
Chloe Chawner are primarily licensed in TX and may be licensed in other states.

Cole Robert Caruthers AR License: 17295093 CA License: 0M71808
Leonard J Gargagliano CA License: 0B16185
George W Lubke Jr CA License: 0B88926 NPN: 936896

Certified Financial Planner Board of Standards Inc. owns the certification marks
CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S.,
which it awards to individuals who successfully complete CFP Board's initial and
ongoing certification requirements.

Legal NoticePrivacy NoticesThird Party LinksDo Not Sell or Share My Personal
Information

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