Pam Atkinson's Commitment to Excellence

My mission is to empower women to confidently make informed financial decisions by taking the time to understand their dreams, goals and concerns; to clearly explain their options and translate their vision into a dynamic, customized plan that continues to address their changing needs.

As an accomplished, hard-working businesswoman myself, I understand the additional challenges we women face as we balance the demands of our myriad roles in an attempt to have it all.

I get it.

Unfortunately, all too often, in an attempt to lighten their load, women allow financial planning to fall to the bottom of the to-do list. Sometimes they delegate financial planning to their spouses, partners or significant others, thereby robbing themselves of the opportunity to weigh in on the important decisions affecting their lives. I have also observed that, like me, women are planners who have been turned off by the transactional approach, which is pervasive in an industry dominated by men.

These realizations inspired me to create a comprehensive financial planning practice, devoted to a select group of women executives, focused on providing concierge services that go beyond asset management. I want to ensure women are visionaries, not the victims of financial neglect.

You take care of so many things. Let me take care of you.


Recent Events

As part of our ongoing dedication to providing informative resources to our clients, we recently hosted a lunch seminar featuring a reverse mortgage expert, who shared insights about how this financial tool can enhance the options available to retirees and soon-to-be retirees.

Seminar photo

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern 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), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Pamela C. Atkinson, CFP®, CLU®
Wealth Management Advisor


Catalyst Planning Partners

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