Welcome to Rich & Company

Rich & Company delivers comprehensive executive benefit, business and investment planning. Our team brings over 65 years experience advising individuals and companies on a local and national basis. Jeffrey Rich and his team utilize an broad knowledge base and experience to develop customized plans empowering companies and individual clients to achieve their goals.

Our Mission

"To empower entrepreneurs and executives to preserve their life's work by helping them define their "why" and providing them with the tools needed to realize their vision."

Our Values

Rich & Company strives to exceed our clients expectations. This requires a deep understanding of their goals and objectives. Our long term relationships adds to our determination to utilize all our experience and knowledge to provide the highest level of satisfaction that they have come to trust and rely on.

Team photo

Jeffrey W Rich, ChFC®, CLU®
Wealth Management Advisor


Rich & Company

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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