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

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video. The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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