Sound Financial Strategies - Philosophy | Norwalk, CT

Skip to main content

(203) 945-5868 Client Login

Home
Our Team
About Matt Meet The Team Investment Team Sophisticated Planning Strategies Team Private Client Group
Philosophy
Expertise
Philanthropy
Media & Events
Media Events
Resources
Market & Economic Commentary Calculators Articles Contact Us
Client Center

Philosophy

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.

Matthew E Greene and Benjamin Holte use Sound Financial Strategies as a marketing name for doing business as representatives of Northwestern Mutual. Sound Financial Strategies 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. Matthew E Greene and Benjamin Holte provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Matthew E Greene is an Agent of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Matthew E Greene and Benjamin Holte 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). Matthew E Greene and Benjamin Holte are Insurance Agents of NM.

Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity.

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.

Matthew E Greene and Benjamin Holte are primarily licensed in CT and may be licensed in other states.

Matthew E Greene CA License: 0C47982

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Legal Notice Privacy Notices Third Party Links Do Not Sell or Share My Personal Information

Jump to top of page