Reid Matsushima, CFP®, CLU®, ChFC®
Wealth Management Advisor


Physicians Nationwide

Family photo

Our Mission

Empowering our clients & community to help them live with peace of mind in achieving their financial goals – from the mundane to the extraordinary.  Utilizing our specialized expertise to guide clients in creating an integrated financial roadmap for their families & their futures.

Reid Matsushima signature

Our Process

Integrity: Our uncompromising commitment to honesty and deep moral principles.

                                Shown in our fiduciary duty to all clients.

Empowerment: Helping our clients build confidence and feel in control of their financial futures

Creating a collaborative environment where clients feel comfortable in being in command of their financial decisions.

Stewardship: Careful & responsible management of essentials entrusted to one’s care.

We take seriously our role of Stewards for our clients who trust us to recommend what is in their – and their family’s – best interest.

Progressive: Favoring change and growth; moving forward.

We make sure to continue our own growth and improvement to consistently provide creative yet relevant solutions.


Our Process

For important things, people value the services of an expert to create a plan. Planning for financial security is no exception. Professional guidance can help you achieve your financial security goals.

We take a planning approach which allows us to recommend solutions aligned with your goals and objectives. We accomplish this by taking time to understand your situation and needs. When necessary, we utilize our resources such as access to working jointly with other experts in our office, leveraging our attorneys and specialists in Advanced Planning at Northwestern Mutual, insurance services, and internationally recognized investment products to provide solutions for you.

Whether you are planning for your own financial needs, those of your family, or your business, we can help you find the right answers. We will take the time to get to know your situation thoroughly by asking the difficult questions because we care about you and your family.

Award winning

Reid Matshushima has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you. You can read the article here.

What to Know About Buying a Home in Today’s Market

Today’s housing market has been on a bit of a roller coaster. Here are some things to consider if you’re thinking about buying. Read more here.

9 Types of Retirement Accounts You Should Know

Saving for your golden years is a key part of your overall financial strategy. Read more here.

What to Discuss Before You Combine Finances After Marriage

Open communication is key to understanding the best way to combine your finances. Read more here.

 

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.