advisors

James N. Pettorelli Wealth Management Advisor D&P Financial Advisors at Northwestern Mutual

One Beacon Street, 25th Floor
Boston, MA 02108

james.pettorelli@nm.com jamespettorelli.com 617.531.9578

D&P Financial Advisors at Northwestern Mutual based in downtown Boston provides holistic financial planning to a variety of high net worth individuals, families and businesses across the country. Douglas J. DiCerbo, James N. Pettorelli and their staff have a combined 70 years of financial planning experience. Their areas of expertise include, but are not limited to, risk and wealth management, retirement planning, estate planning and business planning. Their goal is to ensure that all clients receive exceptional guidance to help overcome financial challenges and plan for their future, ultimately helping to make their long-term goals a reality.

At a Glance

Financial Services Experience

21 years

Primary Custodian for Investor Assets

Pershing, LLC

Compensation Method

Asset-based fees and commissions

Minimum Net Worth Requirement

$1 million (for planning services)

Assets Under Management Confidential
Minimum Fee for Service None
professional services provided
  • Planning
  • investment-advisory services
  • insurance products
  • money-management services
  • investment products

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