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HELPING BUSINESS OWNERS AND INDIVIDUALS SIMPLIFY THEIR COMPLEX FINANCIAL LIVES


WHY US?

When planning for the future, you need to take greater control of your financial
life. Our team helps clients identify the strategies and tactics needed to help
them achieve their goals. After developing a results-oriented plan, we measure
your progress, ensuring you remain on the right path.

*Financial Representatives do not render tax advice. Consult with a tax
professional for tax advice that is specific to your situation.




OUR TEAM IS AWARD WINNING

John Iezzi has been recognized by Forbes as a Best-In-State wealth advisor
(2022) and a top financial security professional (2021, 2023). Many thanks to
our hardworking team, amazing clients, and partnership with Northwestern Mutual.
This would not have been possible without you.



Forbes Top Financial Security Professionals list (July 2023). Research and
ranking provided by SHOOK Research. Based upon data as of 12/31/2022. Forbes Top
Financial Security Professionals list (October 2021). Research and ranking
provided by SHOOK Research. Based upon 2020 data. Forbes Best-in-State Wealth
Advisors list (April 2022), Research and ranking provided by SHOOK Research,
LLC. Based upon data as of 6/30/2021. Northwestern Mutual (NM) and its advisors
do not pay for placement on 3rd party rating or ranking lists. NM and its
advisors do, however, pay marketing fees to these organizations to promote the
rating or ranking(s). Rankings and recognitions are no guarantee of future
investment success.


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OUR LOCATION

 * 3901 Westerre Pkwy #300
   Richmond, VA 23233
 * Primary (804) 762-7018

TO LEARN MORE ABOUT NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC AND ITS
FINANCIAL REPRESENTATIVES, VISIT: FINRA BROKERCHECK

Visit our CLIENT RELATIONSHIP SUMMARIES (Form CRS) which provide brief
information about our firms that provide brokerage services and advisory
services.

Securities and Mutual Fund orders can only be placed by phone or in person. We
will not process orders sent electronically, including but not limited to,
communications sent via the Internet, mobile and cellular technologies, and
electronic mail. Also, communications transmitted by you electronically
represents your consent to two-way communication by electronic means. If you
receive communications in error, please contact the sender and delete the
material from any electronic means on which it exists.

© 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720
East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Depending on the products and/or services being recommended or considered, refer
to the appropriate disclosure brochure for important information on the
Northwestern Mutual Wealth Management Company, its services, fees and conflicts
of interest before investing. To obtain a copy of one or more of these
brochures, contact your representative.

William Curtis Hodges, John A Iezzi, Maben Bridgforth Hite and Scott F Luxton
use Opticity Wealth Partners as a marketing name for doing business as
representatives of Northwestern Mutual. Opticity Wealth Partners is not a
registered investment adviser, broker-dealer, insurance agency or federal
savings bank. Northwestern Mutual is the marketing name for The Northwestern
Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability
insurance, annuities, and life insurance with long-term care benefits) and its
subsidiaries. William Curtis Hodges, John A Iezzi, Maben Bridgforth Hite and
Scott F Luxton provide investment advisory services as Advisors of Northwestern
Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and
federal savings bank. William Curtis Hodges, John A Iezzi and Maben Bridgforth
Hite are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI,
(long-term care insurance) a subsidiary of NM. William Curtis Hodges, John A
Iezzi, Maben Bridgforth Hite and Scott F Luxton provide investment brokerage
services as Registered Representatives of Northwestern Mutual Investment
Services, LLC (NMIS), a subsidiary of NM, registered investment adviser,
broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). William Curtis
Hodges, John A Iezzi, Maben Bridgforth Hite and Scott F Luxton are Insurance
Agents of NM.

Northwestern Mutual Private Client Group is a select group of Northwestern
Mutual advisors and representatives. Northwestern Mutual Private Client Group is
not a registered investment adviser, broker-dealer, insurance agency, federal
savings bank or other legal entity.

The products and services referenced are offered and sold only by appropriately
appointed and licensed entities and financial advisors and representatives.
Financial advisors and representatives and their staff might not represent all
entities shown or provide all the products or services discussed on this
website. Not all products and services are available in all states. Not all
Northwestern Mutual representatives are advisors. Only those representatives
with "Advisor" in their title or who otherwise disclose their status as an
advisor of NMWMC are credentialed as NMWMC representatives to provide investment
advisory services.

William Curtis Hodges, John A Iezzi, Maben Bridgforth Hite and Scott F Luxton
are primarily licensed in VA and may be licensed in other states.

William Curtis Hodges CA License: 4320958
John A Iezzi AR License: 1680520 CA License: 0D42757 NPN: 1680520


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