Our Mission

Our mission is to provide a customized approach to financial planning. We partner with our clients to help them achieve confidence and peace of mind on their path to financial wellness. We develop and actively maintain holistic financial and retirement plans for individuals, families, and businesses that are customized to address each client's specific needs, wants, and goals. We provide concierge service coupled with disciplined investment and risk management strategies. We treat our clients as if they were our own family, and strive to build lasting professional relationships based on trust and an exceptional client experience.


OUR PLANNING PRINCIPLES INCLUDE:

Habits → Prioritize your future and build disciplined financial habits.

Risk Management → Protect your income and assets from life's uncertainties.

Investing → Utilize diversification and asset allocation.

Taxes → Implement a plan that is grounded in tax diversification.

Distribution → Develop a plan for both income and growth.

We have a niche market in the technology sector and help our clients optimize their employer benefits and help develop an overall strategy for their stocks options, RSUs, ESPP, 401(k), and investment accounts.

We also work closely with the medical field and help our clients navigate their new financial decisions that occur when transitioning out of their residency and fellowship programs.

Chantel holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification, Registered Employee Benefits Consultant (REBC®) designation, Chartered Financial Consultant (ChFC®) designation, Wealth Management Certified Professional (WMPC®), and Chartered Life Underwriter (CLU®) designation. I received my Bachelor's degree in Economics from the University of California, Los Angeles.


Media Mentions

In addition to helping our clients thrive, we strive to positively impact individuals across the country by educating them on the importance of financial planning, building a healthy relastionship with money, and effectively planning for the future. Chantel has spread this information through her appearances and features in Forbes, LIMRA, Women's Health Magazine, MarketWatch, Fox News, Bloomberg Radio, Cheddar TV, Hello Giggles, USA Today, and others.

Best Money Moves for 2021 - How You Can Reimagine Your Financial Future

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Chantel Bonneau Stewart, CFP®, CLU®, REBC®, ChFC®, WMCP®

Wealth Management Advisor

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video. The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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