Michael P. Ryan, CFP®, CLU®, ChFC®
Wealth Management Advisor


Sankaty Wealth Management

Helping Create Your Financial Plan    

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

Our team specializes in building comprehensive financial plans for the emerging affluent and affluent. We help our clients think strategically as they build their wealth and create tax-efficient strategies to help them minimize the impact of taxes now and in the future. We develop these plans to thrive when clients have financial successes and also to help protect against times of the unexpected - We achieve this by making sure our clients have the appropriate amounts and types of risk management insurance planning in place for their needs. With our expertise in distribution planning and estate planning, we help our retired clients feel a sense of financial security as they spend their wealth and transfer it to the next generation.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

My mission is to continuously grow personally and professionally while positively impacting the lives of family, friends, clients, advisors, and people in the community one relationship at a time.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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