Jordan Daniel Gardiner is a Northwestern Mutual financial representative serving clients from the company’s New York, New York office. He and his team focus on bespoke, tax-efficient financial planning for accomplished professionals and their families, particularly people connected to hedge funds, private equity, venture capital, and management consulting. Their approach brings together different aspects of a client’s financial life to clarify current circumstances, establish a path toward future goals, and adapt as priorities change.

Planning services include protection strategies, wealth accumulation, tax-aware planning, retirement optimization, legacy planning, and charitable giving. The team aims to help clients safeguard what they have built while making informed decisions about their financial future. Northwestern Mutual and its subsidiaries offer insurance, annuities, investment brokerage, investment advisory, and trust services through appropriately licensed entities and representatives. The specific services available depend on licensing and other requirements; alternative investment products are limited to eligible accredited investors or qualified purchasers.