James M Seretta
Financial Advisor


Gagne Wealth Management Group

"Working with successful business owners and professionals is incredibly challenging and rewarding in that their success leaves them little time to become experts in fulfilling their financial security needs. These individuals/families count on me to be their Financial Advisor and to use my 4 decades of experience with Northwestern Mutual to fill this void that is so crucial to the future of their families and the businesses they love. Further, I'm able to help my clients manage their assets and build wealth through my 15 year partnership with Merrill Gagne, Wealth Management Advisor for the Northwestern Mutual Wealth Management Company right here in my Greenfield office. Merrill gives my clients access to first class asset managment services and his expertise in retirement income planning and goal related asset management." 

Jim Seretta and his team of network specialists center their philosophy around building relationships based on trust, honesty and integrity. Jim is the "quarterback" of the team that listens to each client describe their future vision, values and needs for both their family and businesses. Jim then helps his clients design financial solutions to fit their needs, and works with the client to help implement all phases of their vision. Jim stays in touch, and as their situation changes, makes modifications that help to ensure they meet their goals. 

My Mission

As a Northwestern Mutual Financial Advisor, I will make those recommendations which I would follow for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing insurance and investment services and investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern 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), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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.