My Mission

"My mission is to be the catalyst to assist my clients in achieving their financial security."

Scott Schwertfeger
Wealth Management Advisor


The Road to Financial Security

Scott Schwertfeger realizes there is no single road to financial security. Indeed, the idea of financial security means something different to every person or organization, and rightfully so: all have different resources, needs and expectations.

Scott Schwertfeger acknowledges and appreciates that no two clients are alike, so his first priority always is a conversation. Scott’s goal is to understand your current situation, as well as future wants and needs, before providing any recommendations. And as time goes by, he continues the conversation, because ideas that may have been appropriate before often need adjustment to accommodate evolving factors. Ensuring future financial security is an ongoing process, not a single event.

Learn more about Scott Schwertfeger and his team and how they can serve you.


The Fight Against Childhood Cancer Comes to Milwaukee

Scott Schwertfeger is a proud participant in Northwestern Mutual’s philanthropic program to accelerate the search for a cure to childhood cancer and to provide support to kids and families facing the daily struggles of this disease.

Partnering with Starlight Children’s Foundation, The Schwertfeger Group & The Holter Financial Group, in conjunction with the Northwestern Mutual Foundation, donated three Fun Center mobile entertainment units to Children’s Hospital of Wisconsin in November. Whether hospitalized children are awaiting surgery or sitting restlessly during treatment, Fun Centers help them cope by providing endless hours of fun and distraction.

Children’s Hospital of Wisconsin will have access to the Northwestern Mutual Alex’s Lemonade Stand Foundation Family Travel Fund.  Designed to help relieve some of the financial burden that families often encounter, the Family Travel Fund offers assistance to families who need to travel for childhood cancertreatment at select medical institutions across the country.

Click here to see pictures from this event.

Finding Cures for Childhood Cancer

Scott Schwertfeger and Northwestern Mutual of North Shore Milwaukee sponsored Hole #1 in the "I Back Jack" Golf Outing. "I Back Jack" is a non-profit organization, working to find cures for neuroblastoma, which typically affects infants and children. To learn more, please visit Scott's Community Involvement page.


The Business Corner

Business Markets Stratey mapWith a focused expertise on the business owner, I can provide guidance for any stage of your business. Learn how we offer solutions designed for you, for your employees and for your key employees. Let us help you:

Click here for additional resources. 

Scott Schwertfeger

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

5 Ways to Make Your Money Work For You

Watch this video to learn the five basic actions that are key to the best financial plans. VIEW NOW

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck