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Monday 7am - 4pm Tuesday 7am - 4pm Wednesday 7am - 4pm Thursday 7am - 4pm Friday 7am - 4pm

Capwell Financial Advisors - Northwestern Mutual

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United States
Westlake, OH
Capwell Financial Advisors - Northwestern Mutual

Increasing capital wellness through clear, comprehensive, financial planning.

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. https://www.northwesternmutual.com/life-and-money/pros-and-cons-of-whole-life-insurance/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_life-insurance_field&utm_term=pros-and-cons&agentid=015865

10/30/2026

How should you celebrate Financial Planning Awareness month this October? By calling CapWell and scheduling a consultation with an advisor who cares about YOUR needs, not their own. Number in bio.

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

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.
https://www.northwesternmutual.com/life-and-money/a-year-end-financial-checklist-for-retirees/?utm_source=facebook&utm_medium=organic_social&utm_campaign=end-of-year-2026&utm_content=lm_your-retirement_field&utm_term=checklist-for-retirees&agentid=015865

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.
https://www.northwesternmutual.com/life-and-money/how-to-spend-your-year-end-bonus/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-career_field&utm_term=Year-End-Bonus&agentid=015865

10/22/2026

Do you really know how much you’re spending? Here are some common expenses you might be forgetting in your budget.

Take a look, spot the ones you’re missing, and update your budget with a CapWell Financial advisor.

10/22/2026

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

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. https://www.northwesternmutual.com/life-and-money/how-much-you-should-have-in-a-529-plan-contribution-limits-and-maximums-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=529-plan-contribution&agentid=015865

10/20/2026

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.

10/16/2026

📣 Attention business owners: you have enough on your plate, let us handle the finances.

Wherever you are in your entrepreneurial journey, CapWell will help you plan for success. Contact us today for more information.

Address

159 Crocker Park Boulevard, Suite 330
Westlake, OH
44145

Opening Hours

Monday	7am - 4pm
Tuesday	7am - 4pm
Wednesday	7am - 4pm
Thursday	7am - 4pm
Friday	7am - 4pm

Website

http://capwell.nm.com/

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