Louis Lazaron, J.D., CFP®

Wealth Management Advisor

Welcome

Estate Strategies Group (ESG) is a national network of advisors, specializing in estate and business succession planning.  Wealth Management Advisors of ESG are experienced professionals focusing on high net worth families.

Louis Lazaron assists individuals in identifying the core values, beliefs and legacy they want to perpetuate for themselves, their families and their communities.  This is accomplished through a dynamic process of design, coordination, implementation and regular review of strategies aimed at achieving the goals and objectives of the client.

The planning process and strategic view allows individuals to maintain their financial independence and perpetuate those core values and beliefs, now and in the future, by consciously controlling the management and distribution of their wealth during their lives and after their death among heirs, charity and society.

Louis can help bring clarity to your estate planning goals, discovering not only how you want to distribute your estate, but why. 

Let Louis Lazaron help ensure that your values are the foundation of your estate plan.

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, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

 

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