1845 North Farwell Avenue Suite 107
Milwaukee, WI 53202

Our Services

We offer a range of services to our clients including the evaluation of objectives, the analysis and presentation of suitable options, implementing the selected investment and insurance vehicles when appropriate, and communicating with other advisors when necessary and authorized to do so.  Depending on the service desired, we may be compensated by a fee for the implementation and monitoring of an investment vehicle, a commission, or work for you on a billed-fee basis.  We strive to provide transparency concerning compensation.

Advisory Investments

After exploring your growth objectives and risk tolerance, we will introduce you to one or more asset allocation strategists. If an investment is implemented, we will meet with you as often as four times per year to update your objectives, account progress, and determine whether or not changes should be considered.

Alternative Investments

When appropriate, certain alternative investments may be considered to supplement core positions. These programs require specific qualifications from the investor and pose additional risks.

Estate Planning and Risk Management

We have many years of experience working with individuals and their attorneys to design and implement life, disability, and long term care insurance plans for personal, business, and estate planning needs. If desired, we will analyze existing policies to confirm that they are appropriate and reflect favorable pricing. A variety of solutions will be offered  so that you can decide the type and amount of insurance that best allows you to insure the financial risks facing you and your family.

Registed Representative is not an attorney.  The Registered Representative will help review the documents and recommend a local attorney that specializes in Estate planning.  Estate planning can involve a complex web of tax rules and regulations.  You should consider the counsel of an experienced estate planning professional before implementing any strategy.  NPC does not provide tax or legal advice.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through Harbour Investments. Member FINRA/SIPC, and a Registered Investment Adviser. Harbour Investments and Riskalyze LLC, are separate and unrelated companies. Registered Representatives of Harbour Investments may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.

Securities and advisory services offered through Harbour Investments, Member FINRA/SIPC, a Registered Investment Advisor.

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