Your Future is Now

James Grogan and his team serve clients in the Greater Milwaukee area.

The need for a secure financial future is common to every individual and organization, but the ways of getting there are as varied as the situations they address. Each entity has its own past, present and expected future, and the corresponding financial solutions must be structured according to these factors to have any chance of success. What is required in every case is a personal planning analysis to ensure that the path taken heads in the direction of the intended destination.

James Grogan helps connect individuals and organizations to their paths toward secure financial futures. He begins with a conversation aimed at fully understanding the baseline situation and any expected needs and aspirations, during which he often uncovers factors that previously weren’t part of the equation. With this information James Grogan develops a selection of financial solutions tailored to address the unique lives of the participants, and he remains close to the client to provide additional recommendations as evolving factors warrant.

Explore this site to learn more about James Grogan and his team, and then contact him to begin a conversation to help you build a secure financial future.

Spotlight on Careers

In addition to his role as a financial advisor, James Grogan serves as the Managing Director for Northwestern Mutual - Park Place, a local district network office located in Milwaukee.

Click here to learn more about a career as a financial representative.
 

Northwestern Mutual Financial Network News

Please check out this great presentation about permanent life insurance.

Permanent Life Insurance-  A Unique Asset

My Mission

“My mission is to help successful professionals and business owners match their needs with financial solutions through open, honest relationships."

 

 

James P Grogan, CLU®

Wealth Management Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

 

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