Our Team, Our Mission
Our team is committed to providing our clients financial peace of mind with our comprehensive financial planning strategy. We will look not only at the accumulation of wealth but also at the protection of wealth to create personalized financial plans that bring clarity and align our clients’ present situation with their future goals and plans.
A Note from Thomas Farmer
As financial planners and wealth advisors, we want our clients to feel comfortable and confident with their individualized financial plans. As a coach at heart, I bring a guidance approach to every client interaction. I am helping to make the complex, simple, and the unknown known.
We believe that each client comes with their own story, goals, and philosophies. Therefore, each client should have their own plan and not be forced to follow a one-size-fits-all approach.
Whether it’s simple planning and budgeting or retirement savings, or more complex scenarios around business planning and retirement income distributions, we enjoy bringing our expertise to the areas that clients find most important.
We are here to be a resource at any time, and in any way. We want our clients to feel comfortable contacting us when needed, with the expectation that their needs will be met with timely, precise, and honest responses.
Our Value to Clients
The value Grindstone Wealth Management brings to clients is our approach to integrated planning, world-class strategies, platinum service, focused planning, and a personal relationship approach. Our value is underpinned by Northwestern Mutual’s financial strength and resources.
- We save clients time by putting all major planning elements under one roof.
- We use a coordinated approach to ensure that together, planning elements are aligned and synergistic.
- We don’t just create a plan that sits on a shelf, we guide clients through implementation as well.
- We have access to industry-leading products and tax-efficient savings strategies*.
- Our award-winning team is capable of tailoring plans for the most complex financial situations
- Highly responsive.
- Accurate and thorough.
- Strong team-oriented to exceeding expectations.
- We develop a keen, personal understanding of each client’s financial goals.
- We tailor each plan for each client as life changes course.
- Regular reviews hold us accountable for achieving success as a team (Advisor & Client).
- We save clients time by putting all major planning elements under one roof.
- We use a coordinated approach to ensure that together, planning elements are aligned and synergistic.
- We don’t just create a plan that sits on a shelf, we guide clients through implementation as well.
Financial representatives do not render tax advice. Consult with a tax professional for advice that is specific to your situation.
The Northwestern Mutual Difference
A++
AAA, Aaa, and AA+—we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.3
Top 5
We're one of the top U.S. Independent Investment Broker-Dealers.1
$7.3B
in dividends expected to be paid in 2024.4
No. 1
Best Life Insurance Company, 2023.2
1 Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2022 Revenue. Source: InvestmentNews, May 2023.
2 Ranking for 2022. ©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved.
3 Northwestern 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), 8/23; Fitch Ratings, AAA (highest), 8/23; Moody's Investors Service, Aaa (highest), 11/23; S&P Global Ratings, AA+ (second highest), 5/23. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
4 Dividends are reviewed annually and are not guaranteed.