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We strive to provide the best client experience possible.

Triangle Wealth Advisors

 

Our mission is to help our clients articulate a financial plan and serve as their strategic partner to help them achieve their goals in the most efficient way possible. To better serve our clients, our team is committed to excellence, integrity, growth, and efficiency. We strive to provide the best client experience possible.

We're top ranked by Forbes

Andrew Watkins is proud to have been named to the following prestigious Forbes lists: Best-In-State Wealth Advisor, Best-In-State Financial Security Professionals, and Best-In-State Top Next Gen Wealth Advisor. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

Forbes Best-In-State Wealth Advisors 2024
Forbes Best-In-State Top Next-Gen Wealth Advisors 2023
Forbes Best-In-State Top Financial Security Professionals 2023
Forbes Top Next-Gen Best-In-State Wealth Advisors 2022
Forbes Next Gen 2022

Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Forbes Best-In-State Top Financial Security Professionals List (July 2022,2023), based upon data as of December 31st of the preceding year. Forbes Best-In-State Top Next-Generation Wealth Advisors list, (August 2022,2023), based upon data as of March 31st of the preceding year. Research and rankings provided by SHOOK Research. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

The Northwestern Mutual Difference

A++

AAA, Aaa, and AA+—we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.3

Top 5

We're one of the top U.S. Independent Investment Broker-Dealers.1

$7.3B

in dividends expected to be paid in 2024.4

No. 1

Best Life Insurance Company, 2023.2

Nerdwallet

1 Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2022 Revenue. Source: InvestmentNews, May 2023.

2 Ranking for 2022. ©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved.

3 Northwestern 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), 8/23; Fitch Ratings, AAA (highest), 8/23; Moody's Investors Service, Aaa (highest), 11/23; S&P Global Ratings, AA+ (second highest), 5/23. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

4 Dividends are reviewed annually and are not guaranteed.