Qunnie Lin, CLTC®
Financial Advisor


Lin Wealth Management

Lin Wealth Management's Mission

"Our mission is to educate and inspire our clients by helping them understand investment and insurance resources, create a financial plan suited to their lifestyle and aspirations, and encourage them to maintain and grow their portfolios."

                                                                                                                  - Qunnie Lin

What is Financial Planning?

At Lin Wealth Management, we help professionals get ahead, and stay ahead, of the financial game of life. Whether you are single and hitting your professional stride, a first-time home buyer starting your family, or married with children, now is the time to invest in you and your family’s thriving. In today’s world, you simply can’t afford not to protect what you build and who you love (even if it’s all for yourself!).

But, in order to do that, you have to sift through an endless sea of information to determine which financial moves are right for you – and everyone has an opinion, informed or not. On top of that, we understand that rapid shifts in the financial climate, market, and tax considerations can make your head spin. It can seem daunting to even begin making big financial decisions.

The good news? As experienced, confident, and action-oriented financial planning professionals, we know exactly how to navigate those shifts. In fact, we encourage our clients to dream bigger, so we can help open doors you didn’t even know you had! We treat our clients like family because, like family, we want you to have everything you want out of life. We will encourage you and provide support when you need it. We’ll also, like family, hold you accountable to your goals because without accountability, goals are just dreams.

Here's How It Works

1. Let's have a conversation. Schedule your free consultation by emailing us here. Rachel from our office will follow up with you within 48 hours. 

2. After we learn about you, your goals, and dreams for the future, we'll present our financial recommendations.

3. Then, we'll guide you through determining which options work best for you. Once decided, we will quickly implement your unique combination of recommendations.

Working with Lin Wealth Management ensures you will receive candid dialogue, attentive in-person engagement, and engagement for determining a comprehensive financial plan suited to your needs and goals. 

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.

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