Home : Robert J Roy Jr : Northwestern Mutual Wealth Management Company

Robert J Roy Jr, CFP^®
Principal and Wealth Management Advisor

RMG Wealth Management Group

2341 Boston Rd Ste B200
Wilbraham, MA 01095-1244

Office 413-748-8702

A financial plan that helps you sleep at night

At RMG Wealth Management Group, we're a team of experienced professionals who are committed to delivering a comprehensive and personalized financial blueprint to successful individuals, families and businesses.

We provide education and integration of investment strategies, financial planning solutions and retirement and estate plan services. Our vision is to guide clients through the process of creating a meaningful wealth management plan, that transforms their hopes and dreams into reality.

Together, we aim to build a strong relationship instilled with confidence and security by protecting what is important to you.

Our team is award-winning

Robert Roy has been recognized by Forbes as one of the top wealth advisors in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Top Next-Gen Wealth Advisors 2020 badge

Forbes Top Next-Gen Wealth Advisors 2021 badge

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.

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.

Forbes “Top Next-Generation Wealth Advisors” list, (August 2022). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2022.

Forbes “Top Next-Generation Wealth Advisors” list, (September 2021). Data provided by SHOOK® Research, LLC. Based upon data as of 3/31/2021.

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, 2021¹
We're one of the Top U.S. Independent Investment Broker-Dealers.²
In dividends expected to be paid to policyowners in 2023.³
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.⁴

¹©2017-2021 and TM, NerdWallet, Inc. All Rights Reserved.

²Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2020 revenue. Sources: Financial Advisor and InvestmentNews, April 2021, Financial Planning, August 2021.

³Dividends are reviewed annually and are not guaranteed. Some policies may not receive dividends in a particular year or years even while other policies receive dividends. For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits.

⁴Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), May 2021; Fitch Ratings, AAA (highest), December 2021; Moody's Investors Service, Aaa (highest), December 2021; S&P Global Ratings, AA+ (second highest), July 2021. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

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Check the background of this investment professional

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.

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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.

© 2023 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Robert J Roy Jr uses RMG Wealth Management Group as a marketing name for doing business as a representative of Northwestern Mutual. RMG Wealth Management Group is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Robert J Roy Jr is an Insurance Agent of NM and NLTC. Investment brokerage services provided as a Registered Representative of NMIS. Investment advisory services provided as an Advisor of NMWMC.

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.

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.

Robert J Roy Jr is primarily licensed in MA and may be licensed in other states.

CA License: 0H79232

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.