Dan Leary - Northwestern Mutual

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Lake Oswego, OR
Dan Leary - Northwestern Mutual

We're here to serve as the catalyst for change and longevity for your business.

I joined Northwestern Mutual in 2011, and my team works with small business owners to provide holistic business planning services, from succession plans to employee benefits.

11/03/2026

Technology losses are weighing on major indexes, but other areas of the market are showing strength. Read our latest commentary on artificial intelligence spending, sticky inflation, and the role diversification can play in a long-term financial plan. http://spr.ly/6188BHv58o

11/02/2026

Whole life insurance can be a helpful part of a long-term financial plan—but it depends on your needs, budget, and goals. Let’s talk through whether it makes sense for you. http://spr.ly/6187BH1X4T

10/28/2026

The financial strategies I use are backed by nearly 170 years of strength and stability. I want to help you get on the right track, so reach out to me today.

10/27/2026

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. http://spr.ly/6181BH956d

10/27/2026

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle and goals you’ve worked hard to achieve. Review your plan before year-end to provide the clarity and confidence to move into next year with stability and peace of mind.
http://spr.ly/6188BGLZgj

10/26/2026

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re not sure how to prioritize, let’s talk through the benefits of each option.
http://spr.ly/6183BGstZ3

10/21/2026

No matter which tier you find yourself in, I’m ready to meet you where you are and help you create a plan. So wipe your tiers, I got you.

10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6187BHrXH3

10/19/2026

Note to self, don’t let your money get in the way of next year’s new you. Reach out to me and we’ll make sure you’re set up to start the year off on the right financial foot.

Address

2 Centerpointe Drive Suite 100
Lake Oswego, OR
97035

Website

http://danleary.nm.com/

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