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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. 

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

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.

 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.