Piers Roofthooft
Financial Representative @Northwestern Mutual
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WORK HISTORY
Financial Representative @Northwestern Mutual
Westport, CT, US
My team and I specialize in delivering holistic financial planning solutions that encompass all facets of financial wellbeing. Unlike many financial planners who focus solely on investment management relying on equities and retirement accounts, my approach integrates risk management, tax efficiency, and estate planning strategies to construct a robust and resilient financial plan tailored to your unique goals. Investment Strategy: While investment management is crucial, it is just one piece of the puzzle. I ensure your investment portfolio is optimally balanced and aligned with your long-term objectives. Risk Management: Protect your assets and future income through smart insurance solutions and risk mitigation techniques. Leverage insurance as an asset, and realize the benefits throughout all stages of life. Tax Planning: Minimize tax liabilities and maximize after-tax returns with strategic tax planning methods. Estate Planning: Secure your legacy and ensure that your wealth is efficiently transferred to your heirs according to your wishes.By embracing a comprehensive financial planning approach, I help clients achieve financial security, maximize their wealth potential, and confidently navigate towards their goals.
EDUCATION
Miami University
Strategic Communications With a Co-Major in Entrepreneurship
ABOUT PIERS ROOFTHOOFT
Inspired by my grandfather\'s career as a financial advisor, I made a career change and joined the Beilin Group LLC, a subsidiary of Northwestern Mutual, located on the Gold Coast of Connecticut. Leveraging Northwestern Mutual\'s industry-leading wealth and risk management solutions, my team and I specialize in working with associates, paralegals, and partners at top firms like Kirkland & Ellis, Sidley Austin, and McDermott Will & Emery, among others. We help them navigate major financial milestones such as homeownership, growing families, and career transitions. Comprehensive financial planning isn’t just about investments - it\'s about the active coordination of risk management, tax efficiency, estate planning, and long-term wealth strategies. Each financial decision impacts the others, and having a well-structured, adaptable plan is key to building lasting financial security. My focus areas include: Student Loan Repayment Budgeting and Cash Flow Emergency Fund Retirement Planning Insurance Needs Tax Planning Investment Strategies Career Progression No two clients are alike. My goal is to build a plan that fits your unique priorities, goals, and lifestyle so you can focus on your career today while creating long-term financial security. Let’s connect - no assumptions, no judgments - just a conversation to help you take a small step toward the future you want.
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