Our highly credentialed team has a long history of working together, continually refining our approach to deliver a robust range of investment solutions designed to meet your unique needs.
Wealth Management Advisors
Financial Planning and Client Support Team
We work closely with your other advisors to craft a financial plan that provides a complete portrait of where you are today and strategies to get where you want to go. Because our team is committed to ongoing professional development, you have access to some of the latest and most advanced thinking and solutions in the industry.
Stephanie Chen CDFA®
Director of Business Development and Marketing
Brett Goldman
Jennifer Castillejo
Hugo Enrique Salazar
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Opening up your investment universe.
Clavius is rooted in transparency. We act as fiduciaries when providing investment advisory solutions through NMWMC, so there is no conflict of interest or cookie cutter portfolios. Our fee-based structure* means you get what you pay for. Working with our full network of tax, estate, insurance, legal and lending professionals, we help you develop your ideal roadmap to achieve your financial and lifestyle goals.
Chris Welton and Jeffrey Jorgensen of Clavius Wealth Management and Insurance Services offers fee-based planning.
Clavius brings you the best of both worlds.
We are an independent firm with a deeply entrepreneurial approach. AND we offer the strength, resources, and security through an affiliation with Northwestern Mutual, one of the nation’s largest and most respected brokerage firms. Leveraging our full size and strength, we gain access to opportunities not available at other firms.